Spitfire Financial Group

09/09/2026

Standard estate plans are written for standard families. If yours isn't, the documents may have gaps you don't know about: https://www.spitfirefinancialgroup.com/blog/estate-planning-for-families-that-dont-fit-the-mold

09/07/2026

This Labor Day, we're wishing everyone a good end to the summer and a strong start to fall.

09/03/2026

If you inherited an IRA from someone who wasn't your spouse, the rules around Required Minimum Distributions changed in 2025. Most non-spouse beneficiaries are now required to take annual distributions within the 10-year window.

Dobie covers it in our latest blog: https://www.spitfirefinancialgroup.com/blog/2026-rmds-for-retirees

09/02/2026

September is Life Insurance Awareness Month, and it's a good reminder to check whether your coverage still reflects your life. A policy you set up years ago may not account for a new home, a spouse, children, or a business you've built since then.

Give our team a call if you'd like a second set of eyes on it: (406) 657-9621

09/01/2026

One of our favorite Billings events is back this weekend! It's the 22nd year of Burn The Point - classic cars, great community, and a cause that does incredible things for Billings families. See you out there!

East Billings Urban Renewal District provides opportunities for urban housing, locally-owned industry, and green technology.

08/27/2026

Fall tends to be more expensive than people plan for. Sports registrations, school fees, property taxes, and the realization that winter gear needs replacing all hit around the same time.

Taking 20 minutes to look at what's coming this season might be the thing that saves you a lot of stress.

08/25/2026

Your will does not control everything.

Retirement accounts, life insurance policies, and transfer-on-death accounts pass directly to whoever is named as beneficiary... regardless of what your will says. If that name hasn't been updated since a divorce, a remarriage, or the birth of a child, the assets go to the wrong person. Give us a call if you want someone to walk through it with you: (406) 657-9621

08/20/2026

Jeff Lethert is lucky to have one of the more unique families on our team — adopted kids, foster kids, a child with special needs, and daughters who married partners from other countries. He shared what that means for estate planning, because a standard plan doesn't always cover everyone you love: https://www.spitfirefinancialgroup.com/blog/estate-planning-for-families-that-dont-fit-the-mold

08/18/2026

"My retirement plan is selling the business."

It makes sense on paper, but a business is only worth what someone will pay for it at the moment you want to sell. That number isn't always what you planned on.

Find out why that retirement plan might not be an option for you: https://www.spitfirefinancialgroup.com/blog/the-top-7-mistakes-to-avoid-in-business-financial-planning

08/13/2026

The lake days are winding down; the kids go back to school soon, and somehow summer is almost behind us.

If you had a few financial tasks you meant to get to this summer and didn't — a portfolio check-in, a conversation about your estate plan, a look at where retirement contributions stand — fall is a good time to pick those back up. Give our team a call and let's get it on the calendar: (406) 657-9621