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 if not adequately planned for. Special situation planning – a…
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How 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 are many factors to consider – legacy and education planning…
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Knowing 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 out our W-2 and hand over our documents to our…
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Pullbacks, 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 break lower, it’s a good time to review common terms…
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What 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 expenses, set goals, and closely monitor costs throughout the year.…
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CNC Financial Group, LLC Receives National Recognition as a Top-Producing Financial Firm at the 2022 Avantax Elite Summit
Wenatchee, WA. – CNC Financial Group, LLC has been recognized as a top affiliate of Avantax Wealth Management®, a leader in tax-advantaged financial planning. Only a handful of Avantax’s more than 3,000 affiliates are awarded this designation and invited to…
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