Combined Life & Long-Term Care Insurance: How it Works
Provided By: Adelae Winters, Financial Advisor As you navigate the complexities of planning for the future, insurance products have become increasingly sophisticated to address a variety of needs. One solution is for individuals who are aging and looking to secure…
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What Business Owners Need to Know About the Washington Cares Fund Payroll Tax
Authored by: Charlie Miracle, CPA – Financial Advisor – Member – Director of CAS The Washington Cares Fund (WA Cares) premium tax is back and goes into effect for payroll checks paid on or after July 1, 2023. The premium…
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Local Financial Firm Celebrates 35th Annual Community Service Project, Emphasizing Commitment to Local Volunteerism
WENATCHEE, Wash. – (JUNE 2, 2023) – Cordell, Neher & Company, PLLC celebrated its 35th Annual Community Service Project with a day of service benefitting Camp Fire. This employee volunteer day is a testament to the company’s unwavering dedication to giving…
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Don’t Wait. Plan Now. Retirement Planning Through All Phases of Life
Authored by: Bradi Dahmen – Director of Wealth Management It’s never too early to start planning for retirement, and seeking the advice of a financial advisor can help you develop strategies to achieve your financial goals both now and in…
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2023 Updates to Estate & Gift Tax Rules for Individuals Living in Washington State
Authored by: Kyle Meissner, CPA, Financial Advisor & Member Taking time to create estate planning strategies not only helps you put your financial house in order but can potentially save you money. By documenting your wishes and goals, you create…
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How to Keep Your Finances Tax-Efficient in Today’s Environment
Tax planning focuses on after-tax outcomes for clients to invest and plan for their goals in the most tax-conscious manner – not just during tax season, but all year long. It’s common practice to see financial advisors not holding their…
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