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...
Kathie and Darell “Bud” Weathermon will celebrate their 56th wedding anniversary later this month but they won’t be able to hug, hold hands or share a kiss.Kathie, 75, plans to make the one hour and 15 minute drive from Walla Walla to Kennewick to visit her husband on their special...
As the pandemic marches on, a Richland-based group is trying different ways to keep seniors connected and get them the help they need.The Richland Senior Association offers educational, outreach and social programs, with its most recent program aimed at helping seniors navigate the decidedly unfriendly online system for registering for...
Most retirees, or those nearing retirement, can count on one hand the number of times they’ve heard a financial advisor say, “Don’t forget to spend your money.” While it makes for a great column hook, it’s not quite what I’m advocating.Our profession is rightly focused on ensuring clients don’t outlive...
