Posts by Ann Freeman
Thinking About Long-Term Care Planning? Here’s What You Need to Know
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC While it may seem prolonged medical circumstances are unlikely to happen to us, unexpected events can occur and can be costly…
Read MoreHow to Plan for Future Generations
By Bradi Dahmen, Director of Wealth Management CNC Financial Group, LLC To grow generational wealth requires proper planning and protection of your assets. When we plan for future generations, there…
Read MoreKnowing the Difference: Tax Preparation vs. Tax Planning
Provided by Steven M. Neher, CPA, Cordell, Neher & Company, Wenatchee Certified Public Accountant The average taxpayer doesn’t typically spend too much time contemplating their taxes. Most of us fill…
Read MorePullbacks, Corrections, and Bear Markets
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices…
Read MoreWhat Is a Variance Analysis (and Why Should You Create One)?
By: Charlie Miracle, CPA, Member, and Director of Client Accounting Services Creating a budget is a crucial task for any business. It helps owners, executives, and managers estimate revenues and…
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