checklist for Financial Planning for the Loss of a Spouse
This is a companion checklist for the special issue of Fresh Advice about financial planning for the loss of a spouse.
How Tax Diversification Supports a Healthy Retirement Plan
The Fresh Advice team leads everyone through an important but little appreciated variable in financial planning: tax diversification. If that sounds confusing or unfamiliar, don’t worry! This issue will clarify it for you!
Three Days in the Flathead Valley
As the seasons change, the Piton team in Kalispell, MT, shares their recommendations for things to do in the Flathead Valley when it’s winter in Montana! If you live in the area, you might find fresh activities to try. If you haven’t visited the gorgeous Flathead Valley, here are a lot of reasons to go!
September 2025: Following the Fed
The Piton Investment Team regularly tracks the decision-making of the Federal Reserve (the “Fed”). The Fresh Advice team explains how and why.
OBBBA: The “One Big Beautiful Bill”
The Fresh Advice team takes a fresh look at financial planning and OBBBA (the “One Big Beautiful Bill Act”)!
Planning for the Unexpected
The Fresh Advice team takes a fresh look at how to make plans for the unexpected and find additional peace of mind by doing so!
June 2025: This Is What We Do
Piton Wealth has two services: Financial Planning & Advice and Asset Management. This issue explains simply what these two services are.
May 2025: “You Can’t Take It with You” podcast
Piton’s CEO and Founder, Michelle Clary, was a guest on Jim Dunlop’s “You Can’t Take It with You” podcast. This issue shares highlights from their conversation about charitable giving and more.
April 2025: History & Optimism Revisited, with Chuck Etzweiler
There’s a market out there for all sorts of talk about the economy and the markets, and a significant part of it predicts doom and gloom. But I look at the history of the US economy and it makes me optimistic.
March 2025: Financial Planning for Physicians
Piton Wealth has done specialized financial planning work with physicians. This issue surveys some of the distinct needs and opportunities for clients in these professions.