Health Care | Retirement

Cathy MacCaul, advocacy director for AARP Washington

Saving for the future just got easier for Washingtonians

By Cathy MacCaul A new retirement savings initiative has launched in Washington. The Retirement Marketplace officially opened the nation’s first online savings portal in March, where businesses and individuals can comparison shop for low-cost, state-verified retirement savings plans. The Retirement Marketplace was created to help about 2 million Washingtonians who do not have access to retirement…

plants growing from money

The essential partnership to improve retirement readiness

By Stephen Palm Retirement planning is the process to prepare for the phase of life after employment income ends. There are several lifestyle items to consider. However, the primary issue is will there be sufficient assets and income to provide the desired income and lifestyle for the remainder of the retiree’s life. Research shows the…

Business Professionals Analyzing Financial Data

Adjusting to a retirement mindset can be challenging

By Scott Sarber Many people come into our office to prepare for retirement. We talk about when they are anticipating retirement and what their goals are. We review assets, liabilities and current cash flow. Through our financial planning process, we estimate future net worth and future cash flow. We let them know if they are…

A patient in Don and Lori Watts Pediatric Center is taken to surgery in a wagon to make the experience a little less stressful. The wagon, as well as a big wheel for patients, was paid for through the Kadlec Foundation. (Courtesy Kadlec Foundation)

Pooled income donor program helps Kadlec address unmet health needs

Four years ago, the Kadlec Foundation kicked off a new donor program called K-Life to allow people to make an investment in local health care while enjoying the tax savings benefits of a charitable trust. K-Life uses a pooled income fund with three major benefits: bypassing capital gains taxes, increased lifetime income and a partial…

Piton Wealth employees recently spent time learning the ropes at an indoor rock-climbing wall as a team-building exercise. Piton Wealth’s founder and CEO Michelle Clary was selected by Thrivent Financial to join the nationwide company’s new network of independent practices. (Courtesy Piton Wealth)

Kennewick financial planner ventures into independent practice

A tool designed to protect a climber from a fall or ascend a mountain faster is the inspiration behind the name of a new independent practice headed up by a Kennewick financial planner. Named Piton Wealth for the mountaineering tool known as a piton, founder and Chief Executive Officer Michelle Clary likes to compare people’s…

A variety of yoga accessories are on sale at the Steel 3 Yoga studios in Richland and Kennewick. (Courtesy Steel 3 Yoga)

Steel 3 Yoga to open third studio after taking over 11Exhale Yoga

Eight instructors work between Richland, Kennewick studios The owner of Steel 3 Yoga plans to open a third studio to eager Tri-City yoga enthusiasts for “workshops, training and some classes to come” this month. Brenda Steel, an ex-corporate worker turned yogi, took over 11Exhale Yoga’s two existing studios in Richland and Kennewick in August. “It’s…

Officials at the Aging and Long-term Care/Aging and Disability Resource Center at 3311 W. Clearwater Ave., suite D100, in Kennewick help determine eligibility for the state’s new caregiver support programs. They can be reached at 509-735-0315 or toll-free at 866-720-2582.

DSHS introduces new caregiver support programs

More than 450 people have enrolled statewide, with 117 signed up in southeast Washington Washington state’s Department of Social and Health Services recently added two new support programs intended to make more services available to more than 850,000 unpaid family caregivers statewide and the loved ones they care for. The two new programs, Medicaid Alternative…

Providence St. Joseph CEO offers health care prediction for coming year

By Dr. Rod Hochman Leaders at Providence St. Joseph Health, the nation’s third largest nonprofit health system that operates Kadlec Regional Medical Center in Richland, predict no let-up in the massive changes in American health care, which will be defined in 2018 by continued debate in Washington, D.C., intensified efforts to address mental health and broad…

Values-based investment growing in Tri-Cities, nationwide

By Eleanor Cummins Preparing for retirement isn’t just about getting finances in order. Faith-based financial advisers, whose ranks are rapidly expanding in the Tri-Cities and across the country, say retirement is also a time to reaffirm commitments to family, friends and the causes you believe in. [blockquote quote=”You can leave your money three places. You…

Brett Lott, co-owner of Brett Lott Homes, examines floor plans. As a certified aging-in-place specialist, he custom designs homes so clients can stay in them long term.

Specialty builders look to the future when designing homes

Aging-in-place specialists can help homeowners make adjustments As nearly 77 million baby boomers settle into retirement, many are concerned with more than just their bank accounts. Almost 70 percent of homeowners nationwide have made adjustments to their homes so they can live there longer, according to an AARP study called “Fixing to Stay.” It’s one…

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