Budget Check-Up: Tax Time Is The Right Time
By: Adelae Winters, Wealth Management Specialist & Financial Advisor Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes full of receipts or the dreaded password reset game; gathering mortgage, retirement,…
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Soliciting Community Service Projects
For immediate release: January 20, 2022 For more information, please contact: Adelae Winters, (509) 663-1661 Cordell, Neher & Company, PLLC Solicits Community Service Projects Wenatchee, WA – Cordell, Neher & Company, PLLC is soliciting community service projects. Interested organizations are…
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Choices for Your 401(k) at a Former Employer
Adelae Winters, Wealth Management Specialist CNC Financial Group, LLC One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account. Individuals…
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Employer Tax Benefits of Student Loan Repayment Programs
By: Jennifer Babcock, Manager and CPA Cordell, Neher & Company, PLLC The sheer amount of student loan debt individuals are graduating from higher education with has been increasingly covered in the news. While the government has been working to forgive…
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How to Increase Your Board’s Financial Literacy
By: Mekea Roseman, Senior Accountant Cordell, Neher & Company, PLLC Board decisions can sometimes affect an organization’s finances, so nonprofit board members should understand basic accounting principles and how these numbers impact their work in a meaningful way. Nonprofit Boards…
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Plan for tomorrow, today
Jason Underwood, Financial Advisor CNC Financial Group That seems like sensible advice, doesn’t it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about…
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