When it comes to the security of the cash we have in our bank or local credit union, we often don’t give it a second thought – and for good reason. Numerous checks and balances…
Read More
The 5 Best Spokane Financial Advisors – 2023 Update
2023 Guide to Spokane Financial Advisors Are you searching for a Spokane financial advisor to help you develop a retirement strategy, reduce your tax bill, and achieve your financial goals? You’re in the right place!…
Read More
Using Qualified Charitable Distribution (QCDs) to Maximize Charitable Donations
The IRS has carved out a way for individuals over 70.5 to make charitable donations up to a certain amount that are tax exempt. We define this as a Qualified Charitable Distribution (QCD). If you…
Read More
3 Financial Mistakes Real Estate Agents Make
As a real estate agent and, by extension, a small business owner, managing finances is a critical aspect of running a successful business. Unfortunately, financial mismanagement leads to common financial mistakes many agents make. These…
Read More
Pros and Cons of I Bonds
Series I savings bonds are paying a high yield—but are they right for you?Series I bonds (I bonds) are paying 9.62% and are backed by the U.S. government. How is this possible? Well, they are…
Read More