Trusts are not the solution for every estate plan.

The country faces a shortage of accountants as current accounting professionals leave and fewer students enter accounting majors. Here's how Tri-City colleges are working to bolster the pipeline.

Doing taxes can be a tedious task for most people, but one Tri-City tax accountant loves the work.

Retirement plans can keep a business competitive while hiring, improve the owner’s financial future, and help save on taxes.  

If you count yourself in the group of people looking at RMDs and charitable giving, consider the qualified charitable distribution.

For organizations in the Tri-Cities and beyond, an endowment provides the financial stability needed to weather economic fluctuations, attract major donors and plan with confidence.

After more than 15 years in the financial services industry, Kevin Floyd has opened Pomona Wealth Management, calling it a “next generation” wealth management firm that’s fully independent and based in the Tri-Cities.

Presidential elections can create uncertainty around the stock market, as potential changes in leadership may usher in new laws or policies that can impact investing and financial planning strategies. Historically, however, elections typically aren’t as impactful as some investors may believe.

Whether it’s the threat of professional malpractice suits, unexpected medical expenses, automobile mishaps, or the complexities of business litigation, safeguarding our financial resources is paramount. 

When business owners get even the slightest hint of an interest in exploring sale options, they should engage a valuation expert to get a thorough, unbiased determination of value.