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Money Mangement Counseling Kalispell MT

This page provides useful content and local businesses that can help with your search for Money Mangement Counseling. You will find helpful, informative articles about Money Mangement Counseling, including "3 Money Management Tips for Teens". You will also find local businesses that provide the products or services that you are looking for. Please scroll down to find the local resources in Kalispell, MT that will answer all of your questions about Money Mangement Counseling.

Ms. Jean M. Luckey, CFP®
(406) 756-7200
20 2nd St W
Kalispell, MT
Firm
Raymond James Financial Servic

Data Provided by:
Ms. Veda Murray, CFP®
(406) 257-2522
PO Box 143
Kalispell, MT
Firm
Whitman & Murray Inc

Data Provided by:
John Michael Knopik, CFP®
(406) 752-1040
2 Sunset Plaza
Kalispell, MT
Firm
Jordahl & Sliter - Wealth Management Group, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000



Data Provided by:
Mr. Eric M. Ross, CFP®
(512) 534-0323
P.O. Box 182
Kila, MT
Firm
Ameriprise Financial

Data Provided by:
Mr. Joseph D. Coco Jr., CFP®
(406) 862-9400
6442 Hwy 93 South
Whitefish, MT
Firm
Coco Enterprises, LLC
Areas of Specialization
Asset Allocation, Debt Management, General Financial Planning, Retirement Income Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Mark A. Agather, CFP®
(406) 270-0253
10 Ford Way
Kalispell, MT
Firm
Agather Enterprises Inc
Areas of Specialization
Investment Management

Data Provided by:
Mr. Dan L. Ulvila, CFP®
(406) 756-6095
180 4th Ave West N
Kalispell, MT
Firm
American Financial Services, Inc.
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Donald A. Rich, CFP®
(406) 756-3787
24 First Ave E
Kalispell, MT
Firm
Cornerstone Wealth Management Partners, PC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided by:
Mr. William Curtis Adams Iii, CFP®
(406) 863-9094
PO Box 1882
Whitefish, MT

Data Provided by:
Wells Fargo - Kalispell North
(406) 756-4005
2350 Us Hwy 93 N
Kalispell, MT
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

Data Provided by:

3 Money Management Tips for Teens

Provided By: 

   
   

School’s out, and millions of teens have taken summer jobs. Jonathan Carr, founder of Choose Success – a non-profit dedicated to promoting financial literacy amongst adolescents – offers 3 Tips for Helping Teens Handle Money Responsibly.

Tip #1 Build Wealth: Time is Your Friend; Use It!

Teenagers are incredibly powerful investors, not because they usually have a whole lot of money to manage, but because they have something even more valuable: time. They have the power of compounding interest, which Albert Einstein called the most powerful force in the universe.

If a person starts putting away only $20 a week at age fifteen, and does it every week, they can easily retire with a million dollars, with only average earnings on that money over time. To show the power of being fifteen, if that person waits ten years and starts saving $20 a week at age twenty-five, that million dollars will be reduced to $450,000 by retirement age. Make life easier, start saving early and save a little each week.

Tip #2 Don’t Get Poor: Stay in School and Study Hard.

More education means more money, which means more fun, which means more happiness. It is that simple. If you want to have a fun and happy life, stay in school as long as you can. Getting a high school diploma increases our average pay by twenty five percent.

Tip #3 Don’t Get Poor: Having Children.

Having a child as a teenager is the easiest way to throw ourselve...

Click here to read more from Tips n Quips

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