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Special Report

—Kevin Blocker

Two big behavioral health projects get rolling in Spokane

Facilities slated to expand area's psychiatric services
March 2, 2017
Behavioral health providers have started work on two new facilities that, when up and running, are expected to expand psychiatric services here dramatically. Providence Health & Services has started clearing a site on the lower South Hill for a $34 milli
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—Mike McLean

North Star fully occupied; addition mostly reserved

Cd'A retirement center promotes active lives
February 16, 2017
Mike McLean
North Star Retirement & Assisted Living Community, in Coeur d'Alene, has been full for the last year, and a planned new addition is almost completely reserved, says Becky Georgius, a family adviser and marketing specialist at North Star. The growing
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—Cascadia Development LLC

Memory care center eyes on upper South Hill

$9 million Fieldstone facility first phase to have 60 beds By Mike McLean
February 16, 2017
Mike McLean
Cascadia Development LLC, a rapidly growing Yakima-based developer and operator of senior residential facilities, plans to construct and operate a $9 million memory-care center on the South Hill, says Justin Younker, a founding principal with the company.
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—Kevin Blocker

Advice from financial advisers on living on a post-work budget

Year-long trial run before retirement can help those nearing big transition
February 16, 2017
Spokane-based financial adviser Paul Viren says one of the strategies he employs with clients approaching retirement is to have them do a 'mock retirement” starting six months to a year before their planned retirement date. 'Living every month unti
Read More
—LeAnn Bjerken

Elder Law Group: Aging workforce, added clients

Practice founder looks to boost staff, raise awareness
February 16, 2017
LeAnn Bjerken
Lynn St. Louis, founding partner of Elder Law Group PLLC, says her Spokane-based law firm is poised to pick up additional clients in the coming years, as the need for estate planning and elder law services continues to increase. 'Elder law is definite
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—Chris Street

World affairs said to bode well for Patriot Portfolio

Young fund established by Vorpahl Wing grows quickly
February 2, 2017
Chris Street
National and international trends bode well for the young Patriot Portfolio formed by Spokane-based Vorpahl Wing Securities, says portfolio manager Eli Petropoulos. The Spokane-based stock brokerage, which Petropoulos says manages close to $100 million
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—LeAnn Bjerken

Financial services group looks to grow membership

Society offers education, networking opportunities
February 2, 2017
LeAnn Bjerken
Having celebrated the 72nd anniversary of its founding last month, the Spokane chapter of the Society of Financial Service Professionals is looking to expand its membership and continue its efforts to educate consumers on financial services.
Read More
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Keeping Spokane-area homebuyers in the game

Median-priced residences stay within reach despite sellers' market
February 2, 2017
Mike McLean
In its desire to protect retirement savers better, the U.S. Department of Labor last year ruled all financial professionals working with retirement plans, or providing retirement planning advice, would be recognized as fiduciaries by the federal agency.
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—Kevin Blocker

Opinions differ on Conflict of Interest Rule

Some worry about exodus of advisers, fewer client options
February 2, 2017
In its desire to protect retirement savers better, the U.S. Department of Labor last year ruled all financial professionals working with retirement plans, or providing retirement planning advice, would be recognized as fiduciaries by the federal agency.
Read More

Community banks find role in private banking

Service not restricted to high net-worth clientele
February 2, 2017
Nancy Hake
Most people are reasonably familiar with both retail banking and commercial banking, but private banking remains an unclear concept to many. Private banking, quite simply, is personalized banking and financial management services for professionals and h
Read More
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