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Banking & Wealth Management

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Thinking about retirement? Experts weigh in on planning tips

February 14, 2024
Sara Schilling

Retirement planning can be an overwhelming prospect, but it’s important – and with it comes a more secure future and peace of mind. Area financial experts have some suggestions to help you get started.


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A full-circle gift

WaFd Bank foundation helps bank manager pay it forward

January 12, 2024
Sara Schilling

"I know what it’s like, what the families are going through. (Helping them get the grant) is something that I’m very proud I was able to accomplish."


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Opening Roth IRAs for kids can reap rewards down the road

December 14, 2023
Guest Contributor

Saving up money for specific goals has been, for good reason and with good results, a healthy and beneficial habit to develop from childhood, from traditional piggy banks to allowances, from saving accounts to educational funds.
Another valuable and rewarding tool might not spring to mind, but it pays rich rewards: a retirement fund, specifically a Roth IRA.   


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The odds your new business will fail are high

October 11, 2023
Jamie Council

Here are some tips to beat them

Tri-City experts say good planning and a good team can play key roles in setting new businesses up for success.

It’s solid advice since about 1 in 5 businesses nationwide fail within a year because they aren’t set up for long-term success or...

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Nicholashaberling

Take advantage of Roth conversions in down markets

October 11, 2023
Guest Contributor

The year 2022 was challenging with the U.S. stock market posting a -19% return and the U.S. bond market not far behind at -13%. However, enough time has passed to where it is beneficial to conduct an after-action review. This isn’t an examination of what the ideal investment...

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Southridge senior kick-starts nonprofit to promote teen financial literacy

August 14, 2023
Robin Wojtanik

 

While some teens used the pandemic shutdown to play Minecraft or learn TikTok dances, Ashwin Joshi was reading “Rich Dad, Poor Dad,” a book published decades ago about increasing your financial IQ.

It was the start of the 17-year-old’s mission to empower youth and educate them about financial literacy...

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Beauruffnew

Setting up a solo LLC is simple but a multimember LLC is infinitely more complex

August 14, 2023
Guest Contributor

When setting up a business, conventional wisdom dictates that the business be set up in a legal entity providing limited liability protection, like a limited liability company (LLC).

This is true too when a business wants additional capital by allowing investors to participate as equity owners in exchange for...

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Amber merrill gesa

She never expected a high school internship to lead to her career path

August 14, 2023
Laura Kostad

It’s rare for employees to stick with a single company for a long time and even more rare for them to stay with their first employer.

Amber Merrill, Gesa Credit Union’s new community relations manager, unknowingly began her career with Gesa during her senior year at Hanford High School,...

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Qa

Q&A with Carla Cicero

August 14, 2023
TCAJOB Staff

Q&A with Carla Cicero, president & CEO of Numerica Credit Union.


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Wheatland Bank to be acquired by Glacier Bancorp

August 14, 2023
TCAJOB Staff

Wheatland Bank, which has a branch in Pasco, is set to join the Glacier Bancorp family of banks.

Community Financial Group Inc., the Spokane-based holding company of Wheatland Bank, has entered into an agreement with the Kalispell, Montana-based Glacier Bancorp. The action still must be approved by...

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