The Funnel

Budgeting method using digital envelop system

My Digital “Envelope” System for Budgeting

Learn how to take control of you financial life and begin building financial indepedence and long-term wealth with my digital envelope budgeting system. In this post, I’ll give you the exact strategy I used to get control or my money…

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Jackson Lake - Grand Teton National Park

How I Effortlessly Blend Work & Play

Learn tools and technique I use to stay connected even when I’m out in rural Montana. With today’s technologies, it really is possible to work from anywhere. I break down the tools, techniques and stratgegies I useÉ

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INHERITED IRA | ROTH IRA | TAX STRATEGIES

What To Do With An Inherited IRA

Have you are will you be inheriting an IRA? Learn a strategy for turning this into a long-term wealth building machine by using the required distributions to fund a Roth IRA for you and maybe even your spouse.

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The old mill as seen from Royal River Park in Yarmouth, Maine.

Easy Does It: The Maine State of Mind

This summer I spent some time on Monhegan Island, a small, windswept rock ten miles off the coast of Maine. There s not much to do there in the traditional sense no flashy shops, no big attractions, no hurry. But that s exactly…

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A picture of the old paper mill in Royal River Park in Yarmouth, Maine taken in the fall of 2025

August and Everything After

This time of year always hits different. Fall in Maine is stunning. The trees along the Royal River are just starting to turn reds and golds sneaking into the green. It s beautiful, yes, but it also stirs something deeper. Something…

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