Financial Planning

With the holiday season upon us and tidings of good cheer in the air, our collective instincts for generosity often peak. It’s …

“Corporation, n. an ingenious device for obtaining individual profit without individual responsibility.” Ambrose Bierce, the Unabridged Devil’s Dictionary. Regrettably, Limited Liability Companies …

With the Tri-Cities housing market about as hot as it has ever been, why would an investor want to consider investing in …

As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose …

One common concern for investors is seeking a reliable source of passive income. Sometimes it is not immediately evident to those investors …

One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous  beneficiary designations tied to assets …

Sometimes the concept of financial planning is considered distinct from the more laborious and esoteric task of estate planning. The financial plan …

Personal liability exposure is an important planning consideration. A person should be able to identify potential risks and assess means to mitigate …

Conventional financial wisdom suggests that the first thing a person should do after building the three to six month rainy-day fund is …