Millennials are now in their 30s and even early 40s and there are conflicting narratives about how they’re faring financially as they step into middle age.

Before fancy trusts and gifting, before engaging attorneys, before buying insurance, put pen to paper to determine if your financial plan can sustain the cost.

Benton-Franklin Trends’ Patrick Jones crunches the data on the bicounty’s per adult capita value of investment income and offers several reasons why investment income is relatively low here.

Why is it that these potential loans appear to be so lucrative … and is the opportunity too good to be true? The answer is that the lender is usually taking on far greater risk and should only engage in this lending with a clear understanding of the tradeoffs.

Trusts are not the solution for every estate plan.

The country faces a shortage of accountants as current accounting professionals leave and fewer students enter accounting majors. Here's how Tri-City colleges are working to bolster the pipeline.

Doing taxes can be a tedious task for most people, but one Tri-City tax accountant loves the work.

Retirement plans can keep a business competitive while hiring, improve the owner’s financial future, and help save on taxes.  

If you count yourself in the group of people looking at RMDs and charitable giving, consider the qualified charitable distribution.

For organizations in the Tri-Cities and beyond, an endowment provides the financial stability needed to weather economic fluctuations, attract major donors and plan with confidence.