Posts by Ann Freeman
The Power of Holistic Financial Planning in 2024
Authored by: Jason Underwood, CFP® In today’s fast-paced financial environment, having a clear and comprehensive view of your entire financial picture is crucial. Many individuals are left to manage their…
Read MoreCordell, Neher & Company, PLLC Announces the Retirement of Three Esteemed Women After a Combined 80 Years of Service
Cordell, Neher & Company, a leading tax and wealth management firm, is proud to announce the retirement of three exceptional women who have collectively contributed 80 years of dedicated service…
Read MoreNavigating Estate Planning: Key Considerations for 2024 and Beyond
Authored by: Kyle Meissner, CPA, Financial Advisor & Member As we approach 2026, individuals and families must reassess their estate planning strategies to align with changing tax laws and exemption…
Read MoreReviewing Your Financial Security Amid Market Uncertainty and the Upcoming Presidential Election
Authored by: Financial Advisor, Director of CNC Financial Group In the onslaught of presidential race commercials, politically charged debates, and constant media coverage, it’s natural to wonder about the influence…
Read MoreTips to Protecting Your Small Business from Check Fraud
Authored by: Jennifer Babcock, CPA & Financial Advisor Despite the digital age, many small business owners continue to use paper checks to pay their employees and vendors. While this traditional…
Read MoreCan Life Insurance Lower Your Tax Bill?
In the realm of financial planning, life insurance can stand out not only as a shield against unforeseen circumstances but also as a strategic tool for minimizing taxes. While the…
Read MoreUnderstanding Unclaimed Property in Washington State
As a small business owner in Washington State, you might be surprised to learn about unclaimed property and your related responsibilities. You may have received notices from the State of…
Read MoreSaving or Investing: How to Grow Your Money Wisely
Authored by: Adelae Winters, Financial Advisor In recent years, as we have experienced a rapidly changing interest rate environment, our general feeling toward cash on hand has adjusted. For the…
Read MoreStart Planning Now for Expiring Tax Provision
Authored by: Kyle Meissner, CPA, Financial Advisor & Member The Tax Cuts and Jobs Act (TCJA) of 2017 brought changes to the U.S. tax code, affecting both individuals and businesses.…
Read MoreHow to Have Conversations with Your Adult Kids About Money
Authored by: Jason Underwood, CFP®, Financial Advisor As parents, we often strive to protect and provide for our children throughout their lives. One crucial aspect of that care is discussing…
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