Consumer Resources


Our guide to your 2017 taxes

We know that tax season can be a daunting time, but being prepared for your tax return can relieve some of the stress and help you save money in ways you might not have thought were possible. To help you get your taxes done in the most successful way possible, we will be providing weekly guides on every aspect of your tax return, giving you the information you need to get the job done right. Keep checking back every week for a new guide.

Tax guides:


Getting started can sometimes be the hardest part. This guide will give you all the information on what you need to start preparing your tax return and also how to create an organizational system that will carry you into next year and beyond.


Confused about which credits you are eligible for, or even what they all are? Look no further for all the information you need on tax credits to get the most out of your tax return.


Still haven’t filed? It’s not too late! Get information on how to file an extension and free tax resources for DIYing your return.


Check back soon for tips on the next tax topic in our series. We also have regular consumer information on the topic of the month on our Facebook and Twitter feeds. Feel free to share them!


Insurance policies – what’s best for you?

Life is full of curveballs and sometimes those curveballs can hit your finances hard. One way to protect yourself and your family against life’s unpredictability is having a good insurance plan for the different aspects of your world.

Whether it’s health insurance, auto, home, disability or life insurance, Montana’s Credit Unions want you to be covered. To get you started, we’re introducing a weekly series of articles that will give you the low down on different policies for your life stages, with advice from experts on how to make your insurance work for you.

We’ve teamed up with our resident Certified Credit Union Financial Counselor (CCUFC), Karen Smith, to bring you some great tips on finding the perfect policy, which you can find by clicking the links below.

Insurance guides:


Maybe you just bought your first car, or you’re in the market for a new one. Either way, you can use our expert auto insurance tips to find the best policy for you.


If you own a home, getting insured to protect your biggest investment, inside and out should be top of your list. Our homeowners insurance tips will get you started.


It’s always a good time to focus on your wellbeing. Whether you’re young or old, healthy or with a few aches and pains, explore our health insurance tips now.


Is your family growing? Perhaps you just got married or are even thinking of retiring. Now is the right time to think about the future, so read our life insurance tips today.