Resource Articles
Four Ways to Be More Intentional with Your Goal Setting in 2025
Authored by: Bradi Dahmen, Financial Advisor, Director of CNC Financial Group Setting goals is an essential part of achieving personal and financial success. While many people begin the year with…
Read More1099s and W-2s: What You Need to Know for 2025
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS As we approach the end of the year, small business owners should start preparing for one…
Read MoreWrapping Up 2024: Here’s What You Need to Review Financially
Authored by: Jason Underwood, CFP® As the year winds down, it’s time to take stock of your financial situation and make sure you’re in the best position to transition into…
Read MoreThe 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…
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