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
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.
Get your picnic basket ready!
startribune.com Bars are often easier to prepare than cookies, and they're just as delicious.
“Be like the flower, turn your face to the sun.”
-- Kahlil Gibran
There are good reasons to spend way less time on negative feedback.
hbr.org Keep a record of positive feedback.
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.
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.
“Some old-fashioned things like fresh air and sunshine are hard to beat.”
-- Laura Ingalls Wilder
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.
Are you meeting your saving goals? Here are some tips to help.
securian.com Useful tips to get you started
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.
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...
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.
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.”
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.
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.
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.
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.
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.
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.
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."
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.
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.
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
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?
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.
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.
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.
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.
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.
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?
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For 30+ years, the professionals at James Investment Group have worked with clients to help them meet their current and future financial needs.
We are a full-service financial firm committed to helping people pursue their financial goals by offering a wide range of financial products and services.
Because money doesn't grow on trees... It's time to start saving now, to enjoy the future!