Financial Planning Great Falls MT

Here are a few thoughts on dealing with job loss in Great Falls in this economy: If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing. Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.

Mr. Ron R. Bibler, CFP®
(406) 727-7851
600 Central Ave Ste 412
Great Falls, MT
Firm
Bibler Financial Group
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $100,001 - $250,000



Data Provided by:
Mrs. Selene M. Thomas, CFP®
(406) 453-4169
1105 2nd Ave N
Great Falls, MT
Firm
Ameriprise Financial Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Medical/Dental Professionals

Data Provided by:
Brenda Way Rubino, CFP®
(406) 761-8888
1500 10th Ave S
Great Falls, MT
Firm
Waddell & Reed
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Jay W. Stenzel, CFP®
(406) 761-8888
1500 10th Ave S Ste 200
Great Falls, MT
Firm
Waddell & Reed, Inc.

Data Provided by:
US Bank - Great Falls Northwest Office
(406) 727-2506
900 3rd St NW
Great Falls, MT
Drive Up Hours
Mon 07:30 am to 06:00 pm
Tue 07:30 am to 06:00 pm
Wed 07:30 am to 06:00 pm
Thur 07:30 am to 06:00 pm
Fri 07:30 am to 06:00 pm

Mr. Sean T Sturges, CFP®
(406) 268-3166
8 3rd Street North
Great Falls, MT
Firm
D.A. Davidson & Co.

Data Provided by:
Mr. Robert E. Ashton, CFP®
(406) 727-2994
4241 2nd Ave. North
Great Falls, MT
Firm
First Command Financial Planni
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Government Employees

Data Provided by:
Mr. Bryan W. Thies, CFP®
(406) 761-8888
1500 10th Avenue South
Great Falls, MT
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. William J. Beecher, CFP®
(406) 899-0277
PO Box 2306
Great Falls, MT
Firm
Beecher Financial Planning LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Not Applicable

Data Provided by:
Wells Fargo - Market Place
(406) 452-1543
1601 Market Place Dr
Great Falls, MT
Type
In-Store Branch
Office Hours
Mon-Fri 10:00 AM-07:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Data Provided by:

Cost Saving Strategies Post-Layoff

Q: I am a 47 year old woman and recently lost my job due to corporate layoffs. While I am already searching for new jobs, I was hoping you could give me some cost saving strategies until I secure my next position.

 

Here are a few thoughts on dealing with job loss in this economy:

1) If you don't carry credit card debt, get a gas rebate card. It will help with rising gas expenses without costing you a thing.

2) Come up with a weekly plan with your cash flow allowance. Make sure you allow yourself some sort of a treat.

3) Make all your debt as fixed rate as possible. For your mortgage, HELOC and credit cards try and get them to a fixed rate so you are not exposed to rising interest rates in the future.


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