IRS Provides New Retirement Contribution Limits for 2023
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. We encourage you to review the…
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Five Reasons Physicians Need a Holistic Financial Advisor
By: Jason Underwood, Financial Advisor CNC Financial Group, LLC Working in the medical field comes with unique financial opportunities and challenges – personally and professionally. You can – and should – expect more from an advisor than simply helping you…
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Six Tax Reduction Strategies for the End of 2022
By: Charlie Miracle, CPA, Member, and Director of Client Accounting Services There are at least 1040 reasons not to enjoy doing your taxes. However, tax planning plays a critical role in your overarching financial plan, and you should never be…
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Ensuring Financial Safety During Mid-Term Elections
Provided By: Adelae Winters, Financial Advisor American economist, professor and investor Benjamin Graham once said, “The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial…
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The History of Stock Market Performance Surrounding Midterm Elections
Provided by: Bradi J. Dahman, Director of Wealth Management, CNC Financial Group, LLC We’re just weeks away from midterm elections in the United States, and this year, 35 Senate seats are up for election, as are all 435 House seats.…
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Kyle Meissner of Cordell, Neher & Company, PLLC, Promoted to Member
Kyle Meissner of Cordell, Neher & Company, PLLC, Promoted to Member WENATCHEE, WA – Cordell, Neher & Company, PLLC, an integrated tax, accounting and wealth management firm, announced today the promotion of Certified Public Accountant (CPA) Kyle Meissner to member.…
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