Depending on your age, you may have lived through a few different economic cycles in your lifetime – you know they ebb and flow. If you’re younger, you might have only experienced an economy that has gone north. Regardless of age, the strength of the economy over the last decade...
In 2019, The SECURE Act changed the rules concerning distributions from pre-tax Individual Retirement Accounts (IRAs) inherited through beneficiary designation (a so-called “Beneficiary IRA”). As with many such changes to the tax rules, this new rule took time to dissect and fill in “best guesses” for how the new law...
A Tri-City film company is making a name for itself producing short movies featuring local actors, crews and scenes.The semi-retired partners behind 2047 Productions say they have not made a dime on the undertaking, but they hope to eventually cover the cost of producing one to two short films per...
Matt SweezeaRegional vice presidentSweezea Financial Group / PrimericaMatt SweezeaTeam size: 7Brief background of your business:Sweezea Financial Group is an independent investment and insurance agency backed by Primerica.Primerica has been committed to helping families save and invest for their futures since 1977.Through PFS Investments Inc., Primerica’s broker-dealer, we show people how...
There’s no lack of financial press reporting on the effect of inflation on our day-to-day lives. We don’t need to read about it in popular media to feel inflation’s effect each time we fuel up our vehicles, buy groceries for our families, or pay for the variety of goods and services...
How to keep experienced older workers from retiringExperienced older workers will retire eventually, but a recent study suggests how employers could persuade some of them to stick around for a few more years.It all comes down to offering a specific type of work environment – one that includes autonomy, participation...
Tom Black puts out plenty of fires when clients come ready to turn retirement savings into a retirement plan. Tom BlackOvercomplicated investment portfolios. Ill-advised financial packages. Fear.But there’s one problem he can’t solve – missing out on dreams out of fear of running out of money.The eighty-something who never went...
The 3 Rivers Community Foundation launched 2022 on a high note. In early February, it marshalled the resources of 20 funds to present $204,000 in grants to 36 local nonprofits, a record.Abbey Cameron, executive director of the foundation, said growth in the endowment coupled with direct donations and support from...
Does the Washington state estate tax got you thinking of moving away? Maybe other things have you considering relocating and the estate tax is just the straw that broke the camel’s back? Perhaps you are lucky enough to own a second home in Arizona or another state and think you...
When my wife, Leah, and I found out two years ago that we were expecting our first child, I was ecstatic. I could already imagine the joys ahead: holding my tiny newborn for the first time, pushing my laughing toddler in a swing and proudly letting go of the bike...
