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Banking & Finance

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Tax-free retirement planning through insurance

A powerful duo: Properly designed Indexed Universal Life, Roth IRA annuities
July 30, 2026
Todd Radwick

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. 


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Basset hound rescue donates assets to SpokAnimal

Nonprofit's closure prompts transfer of $50K, resources
July 30, 2026
Matt Stephens

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.




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You gave generously, but was it efficient?

Thoughtful planning helps your resources fulfill goals
July 30, 2026
Shea Meehan

Regardless of why you give, you should consider how you give. Efficient giving takes knowledge and a plan. When done well, it can leave you with more resources to give and, ultimately, increase the benefit received by a charity and the people or causes it serves.


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Numerica sets new monthly lending record

Valley-based credit union's performance driven by growth in multiple channels
June 18, 2026
Matt Stephens

Numerica Credit Union reached a new milestone earlier this year, funding $114.8 million in loans in March, the highest monthly total in the Spokane Valley-based institution's history.


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Secure noncompetes with strategic ownership

Noncompetition covenants barred as of June 30, 2027
June 18, 2026
Shea Meehan

As of June 30, 2027, Washington state law will prohibit noncompetition covenants in most employment and independent contractor relationships.


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Historic wealth transfer boosts probate work here

Spokane-area estate planning attorneys are in strong demand
June 18, 2026
Karina Elias

Probate work is rapidly increasing at some Spokane-area estate planning law firms as attorneys begin to see the effects of the nation’s historic transfer of wealth from baby boomers to their heirs.



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Advising needs are ramping up amid silver tsunami

More baby boomers eyeing retirement, succession tips
June 18, 2026
Ethan Pack

Driven by a silver tsunami of retiring baby boomers, Spokane-based Stewardship Concepts Financial Services LLC has seen its assets under management surge from $78 million in 2024 to $200 million in April 2026, says Noah Schwab, co-owner and certified financial planner at Stewardship Concepts.




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Auto loan volumes increase despite price hikes

Inland Northwest financial institutions see increase in new car loans, refinancing
June 18, 2026
Karina Elias

Even as higher vehicle prices, insurance premiums, and borrowing costs continue to squeeze household budgets, Spokane-area lenders say auto loan activity is picking up this year as customers refinance existing loans, stretch payment terms, and hunt for more affordable vehicles. 


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Guest analysis: Local exports show a tale of two states

Regional economic strength carried by machinery, metals
June 18, 2026
Patrick Jones

Exporting from the Spokane area is an activity we don’t hear much about these days. One of the reasons lies in the demise of the International Trade Alliance, which for years promoted local businesses to go global. Another reason is that not much has changed in exports over the past 10 years, at least for Spokane.


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AI frenzy fuels rise in venture capital activity

Companies not centered around surging technology may face funding hurdles
June 18, 2026
Matt Stephens

A surge in artificial intelligence investment is reshaping the venture capital landscape, driving record valuations and deal sizes while creating new challenges for startups that aren't centered on AI technology.


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