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AKJ Investment Group LLC

401 North 31st Street Suite 610 P.O. Box 7204 Billings, MT 59103-7204

Phone:

406-294-4494 866-232-4096 toll free 406-861-0101 cell

Fax:

406-294-4495

E-mail:

Stephen Sorich FInancial Advisor

Professional headshot of a smiling man in a suit and tie

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Describes how Roth accounts can generate tax-free retirement income.

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Explains how future tax rules may impact deductibility of charitable donations.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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How much life insurance would you need to produce a sufficient income stream for your family?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Use this calculator to determine whether you qualify for the different types of IRAs.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck