401k-ira
National Debt: The Now 8000-pound gorilla.
In today's economic landscape, many challenges confront our nation. One is the weight of our national debt.
Washington State
roth
I retired - What are my options with my 401k?
A significant decision new retirees must make is what to do with the money in their company-sponsored 401(k) plan.
roth
Most Popular Retirement Plans - Spokane Small Businesses.
We are huge proponents of helping Spokane small businesses set up retirement plans.
wa-state
New Act Passed Affects Spokane Small Business Owners
As a financial advising practice whose niche is Spokane small business owners, we have many clients affected by this law.
401k-ira
10 Steps to Start Investing
Are you interested in making your money work for you? If you're in Spokane and seeking advice on how to start investing wisely, you've come to the right place.
roth
5 Best Spokane Financial Advisors Near You (2026 Update)
Searching for a Spokane financial advisor? Look no further!(Last updated December 2025 for rankings valid in 2026)Finding the right Spokane financial advisor…
wa-state
When Is This Recession? (Q3 2023 Market Update)
A significant rise in US longer-term interest rates during the third quarter, in combination with increased signs of slowing of the US and global economies and…
roth
Optimizing Your Finances Before Year-End
2023 was a very interesting year for the stock market and the world.
401k-ira
Ten Ways Couples Can Avoid Money Problems
Money is a well-known source of tension in relationships. Financial issues can strain couples significantly, often surpassing common stress causes, such as annoying habits. According to a study by SunTrust, finances are the leading reason for relationship stress.
wa-state
Your Retirement Money Playbook
As you approach retirement, ensuring your financial security becomes even more important.
wa-state
Recession on the Horizon - Q2 2023 Market Commentary
In the second quarter of 2023, despite concerted efforts by the Federal Reserve and other global central banks to raise short-term interest rates and combat…
wa-state
Seven Steps You're Financially Ready To Buy A Home
Deciding to purchase a home in Spokane is an exciting step that requires thorough financial preparation.