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Banking & Finance

Some tactics can reduce liabilities for passing wealth

Gifts to future generations aided with efficient plans
March 16, 2023
Michael Maehl
When it comes to gifting assets to future generations, many families are rightfully concerned about the potential tax effect. In other words, how and when should they pass down their assets to ensure that the greatest amount possible actually gets to
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Griffiths, Dreher & Evans acquires firm

Janice Penar CPA/PFS served more than 75 clients
March 2, 2023
Virginia Thomas
Spokane Valley-based investment advising and accounting firm Griffiths, Dreher & Evans PS CPAs has acquired a smaller accounting firm with clients here and in Cheney. Deanna Dreher, a certified public accountant and shareholder
Read More
odd Radwick, president of Radwick Financial Group LLC, of Winthrop, Wash., is an insurance and financial adviser. He can be reached at 509.996.3425 and at  todd@radwickfinancial.com

Fixed index annuities are option in inflationary era

Payouts can keep pace with rising cost of living
February 16, 2023
Todd Radwick
Fixed indexed annuities-and their ability to guarantee zero market losses while providing a guaranteed life income-are to small business owners and the private sector what defined benefit pension plans are to government employees in the public
Read More

Living in retirement requires strategy

Defining goals will help tailor savings, resources to fit individual situations
February 16, 2023
Michael Maehl
Arriving at your retirement date with no real idea as to how you'll be able to live without that regular paycheck is not a good strategy. Consider using the following guidelines to help create your retirement roadmap.
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Federal incentives launched for starting retirement plans

Dollar-for-dollar tax credit included in spending bill
February 16, 2023
Clay Randall
Congress waited until the last minute, Dec. 29, 2022, to pass the comprehensive Consolidated Appropriations Act of 2023. While largely a spending bill, one of its components, the SECURE Act 2.0, is a far-reaching set of changes and additions to the
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23 People of Influence in 2023

Journal recognizes Inland Northwest professionals making a profound impact
February 2, 2023
Staff Report

Investors should be aware of what they can, should control

Data shows investing in markets long-term has hedged inflation
February 2, 2023
Dave Gordon
We can control limited things in our financial life, and focus is one of them. It is extremely important where we put our attention. Ideally, it should be at the intersection of what truly matters to us and what we can control.
Read More

Fighting fraud must be priority for small business

Remaining vigilant is important to protect against attacks, attempts
February 2, 2023
Jesse Von Feldt
Small business owners have a lot on their plate, but fighting fraud should be a priority. Fraudsters often pretend to be someone you can trust and create a sense of urgency to act quickly. For example, a fraudster could compromise a business email and
Read More

CredHub plans expansion, hires new revenue officer

Startup reports both on-time, late rental payments to bureaus
February 2, 2023
Erica Bullock
CredHub, a Spokane-based credit reporting startup, has hired a new executive, Michelle Flandreau, as chief revenue officer and is preparing to expand its operations and customer base in three western states this year, says Flandreau.
Read More

Credit union CEOs lead during era of growth

Once-small financial organizations emerge as business community leaders in the INW
February 2, 2023
Karina Elias
Leaders of Spokane Valley-based Numerica Credit Union and Liberty Lake-based STCU are helping grow and shape the influence of their respective financial institutions in the Inland Northwest. Ezra Eckhardt, president and CEO of STCU, says that while the
Read More
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