William Montag, CFP

William Montag, CFP

Bill Montag joined North Star Resource Group in 1997 upon graduation from Minnesota State University in Mankato, MN. Bill is a Partner and Financial Advisor in North Star’s Iowa City, Iowa office.

His practice specializes in building long term relationships with physicians, dentists and business owners based on trust, integrity, and loyalty as they transition through school to residency, fellowship and finally into practice. Bill works extensively at the University of Iowa Carver College of Medicine, the University of Iowa College of Dentistry, the University of Iowa Hospitals and Clinics i

Operating as usual

nytimes.com 07/11/2019

Is the Wedding Wow Factor Worth It?

Planning a special and memorable wedding moment can cost a bundle. Or not.

nytimes.com Adding a spectacular or unexpected feature can help a wedding stand out. It doesn’t have to break the bank, but it might come close.

startribune.com 07/08/2019

Want to make a great picnic dessert? These 4 bars are tailor-made for summer fun

Get your picnic basket ready!

startribune.com Bars are often easier to prepare than cookies, and they're just as delicious.

[07/05/19]   “Be like the flower, turn your face to the sun.”
-- Kahlil Gibran

hbr.org 07/02/2019

To Become Your Best Self, Study Your Successes

There are good reasons to spend way less time on negative feedback.

hbr.org Keep a record of positive feedback.

fortune.com 06/27/2019

Facebook Takes on Epidemics With New Disease Prevention Maps

Check out Facebook's data-driven solution to help with public health.

fortune.com Facebook's new maps are intended to help health groups and researchers better handle health emergencies.

nytimes.com 06/24/2019

Lessons on Living From My 106-Year-Old Aunt Doris

Capture the wisdom of elders in your life -- it can help you both.

nytimes.com Love, meaningfulness and the power of connection don’t stop just because we get old.

[06/20/19]   “Some old-fashioned things like fresh air and sunshine are hard to beat.”
-- Laura Ingalls Wilder

nationalgeographic.com 06/18/2019

Magical places to experience the midnight sun this summer

Have you ever basked in the midnight sun?

nationalgeographic.com From never-ending sunsets to late-night hikes, these destinations know how to celebrate the season.

securian.com 06/17/2019

How to prioritize savings and investing goals

Are you meeting your saving goals? Here are some tips to help.

securian.com Useful tips to get you started

cooking.nytimes.com 01/31/2019

Recipes for the Super Bowl

Are you ready for some football … with a menu that scores? Check out these tasty Super Bowl recipes.

cooking.nytimes.com Chicken wings, chili, nachos and more. We've got loads of mouthwatering dishes for your viewing party.

lifehappens.org 01/29/2019

Peace of Mind for the Long Term | Life Happens

Nursing home care can quickly drain your retirement savings. See how the Duckett’s protected their assets during a difficult life transition.

lifehappens.org When Vernon Duckett first heard about long-term care insurance he wasn't enthusiastic, but his wife, Helen, talked him into it. Recently retired from the oil business, Vernon, then 65, was healthy and vigorous, as was Helen, 66. But Helen did not want to be a burden on their son, Jeff, or anyone els...

usatoday.com 01/23/2019

Cure the winter blues with these warm weather destinations

Need to warm up? Get ideas on where to thaw out this winter.

usatoday.com Why not thaw out in paradise? Escape the dreary days and harsh cold of winter for the warmth of these unique destinations.

nytimes.com 08/31/2018

Coffee Drinkers May Live Longer

Good news for coffee lovers.

nytimes.com Caffeine is probably not responsible for the healthful effects of coffee.


“You can’t stop the waves, but you can learn to surf.”

forbes.com 08/24/2018

Kate Spade, Anthony Bourdain And Estate Planning When You Are Separated

Separation doesn’t mean your spousal rights are immediately extinguished.

forbes.com The recent deaths of Kate Spade and Anthony Bourdain have brought to light an issue in estate planning - in the event you are separated from your spouse, they still have a number of rights under the law. It may be the most prudent course of action to consider redrafting your Health Care Directive.

businessinsider.com 08/19/2018

The 10 best tours around the world, according to actual travelers

Which destination would be on your list?

businessinsider.com From climbing a bridge in Australia to learning how to cook in Italy, TripAdvisor's top-rated activities cover a diverse array of things to see and do around the world. Here are the 10 best things to do, ranked by TripAdvisor based on what real tourists say.

nytimes.com 08/17/2018

The New Toll of American Student Debt in 3 Charts

Have you heard about the new game show where individuals compete to pay off student loan debt?

nytimes.com The average debt load is flattening out, a new analysis of federal loan data shows, but college isn’t getting cheaper. Many students are hitting their borrowing cap, and parents are filling the gap.

hbr.org 08/14/2018

How to Silence Your Inner Critic After a Layoff

Being laid off is difficult at best. The first step to your next career move is silencing your inner critic.

hbr.org Shift your focus from weaknesses to strengths.

securian.com 08/09/2018

Money Tips for College Graduates

6 money tips for new college grads

securian.com Now that you have your first full-time job, here are money tips for college graduates to help you make the most of it.

hbr.org 04/30/2018

Taming the Epic To-Do List

Trying to put this into practice…

hbr.org You need two of them, plus a list of things you’ve decided aren’t worth your time.

cnbc.com 04/27/2018

The No. 1 behavior that transforms ordinary people into CEOs, according to a study of 2,600 leaders

Contrary to popular belief, it doesn't take a feat of superhuman strength or extensive education to become a CEO.

cnbc.com It also "increases a candidate's odds of getting hired and his or her odds of excelling in the job."

huffingtonpost.com 04/24/2018

8 Things You Need To Know About Those College Financial Aid Letters

Between now and May 1, mailboxes and inboxes will be carefully monitored for the arrival of the all-important financial aid letter. Here’s what you need to know.

huffingtonpost.com The terms aren't as straightforward as they seem.

hbr.org 04/20/2018

How Your Phone Can Help You Set Better Habits

We often blame tech for our worst habits. But our phones can just as easily help us build good habits. Here’s how.

hbr.org The right apps and tools to meet your goals.

securian.com 04/17/2018

Managing Finances After Divorce

Getting a fresh start after a divorce presents many questions. Here’s what to consider financially.

securian.com Getting a fresh financial start after a divorce presents many questions. Here are some considerations to make managing finances after a divorce less daunting.

[04/13/18]   “Doubt kills more dreams than failure ever will.” Suzy Kassem

fastcompany.com 03/28/2018

This Is How To Make Air Travel Easier On Your Brain And Body

Interesting read for those who travel a lot.

fastcompany.com These tips for before takeoff, in-flight, and right after landing, can curb your jet lag and help you avoid getting sick.


What will you “invest in” this year?

securian.com 03/23/2018

Four Alternative Ways to Pay for Long-term Care

Medicare only covers part of the costs for long term care needs. Learn more about this protection strategy and how it can impact your future.

securian.com Medicare and other government programs only cover part of long-term care costs. See alternatives to ensure you can get the care you want where you want it.

nytimes.com 03/20/2018

The (Long) List of Financial Documents You Should Keep

Spring cleaning financial records? Read this to learn what you should keep and for how long.

nytimes.com Won’t be itemizing your deductions under the new tax bill? That doesn’t mean there won’t be piles of paper stacked up on your dining room table.


Benefits of a Trust

Reviewing your estate plan? A trust can be a beneficial consideration.

www.securian.com Learn the benefits of a trust and how you can protect your intentions.

nytimes.com 03/12/2018

How to Manage Your Career

There is no shortage of books claiming to reveal the secret behind successful careers. But it really comes down to managing the person in the mirror.

nytimes.com You need to pay attention to your career. Here's how.

securian.com 03/08/2018

Long-Term Care and Government Benefits

Americans are living longer than ever. Are you thinking long term when it comes to your finances?

securian.com Medicare and Medicaid are the main U.S. government programs that provide varying long-term care benefits, but they may not cover all your expenses. Make sure you understand the benefits they provide.

nytimes.com 03/06/2018

A New Tax Scam, and Tips on How to Deal With It

A new tax scam—and how to avoid it.

nytimes.com A big deposit from the I.R.S. unexpectedly shows up in your bank account. What should you do? First off, don’t spend it. You may be a victim of identity fraud.


Happy New Year! What will you “go for” this year?


What's your favorite holiday tradition?



209 E. Washington St. Suite 300
Iowa City, IA

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
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