Although he considers himself partially retired, Dr. Bob Lutz continues to find ways to keep caring for the well-being of the public.

Spokane’s financial planning industry is showing resilience as firms, educators, and professional organizations develop new strategies to attract and retain new people in the field.

Gesa Credit Union is expanding into Oregon for the first time through an agreement to acquire Salem, Oregon-based Willamette Valley Bank — a move Keven Gray, Gesa Credit Union chief retail officer, says will strengthen service for members while extending the cooperative financial institution's footprint along the Interstate 5 corridor. 

Progressions Credit Union is investing nearly $4 million to build a new facility in Spokane Valley, a project that will position the financial cooperative for its next generation of growth while expanding its visibility and improving service for members.

Every time the Federal Reserve meets, I can count on the phone in my office to start ringing. On the other end are clients who saw a headline about the Fed and want to know whether the rate on the house they are buying just went up, down, or sideways. It's one of the most reasonable questions a person can ask, and the answer is almost never what they expect.

Washington has no income tax for now and that single fact gives a lot of people the wrong idea about what happens to their money when they die. 

Consistent donation growth continues to push the Numerica Charitable Fund to new levels as the program distributed 40% more in grants year over year during the 12 months ending in May, according to Numerica Credit Union reports.

Estate planning attorney Julie Olds says she is seeing a growing number of clients who don’t want to wait until they're gone to begin making a charitable impact. Instead, they are choosing to give during their lifetimes, allowing them to see the results of their philanthropy and involve family members in decisions about where their money goes.

For people who want protection, flexibility, and predictable retirement income, a properly designed cash value life insurance policy — such as an Indexed Universal Life policy — paired with a Roth individual retirement account funded by a guaranteed lifetime income annuity can be a powerful planning combination. 

Washington Basset Rescue is preserving its nearly four-decade legacy by entrusting more than $50,000 in remaining assets to SpokAnimal C.A.R.E., a final effort by the Spokane-based rescue to help animals after its closure.