Wealth Management

Banking and Wealth Management Briefs — September 2026

Thu, 10 Sep 2026 11:00:00 -0400

Banking and Wealth Management briefs September 2026

Pack a financial plan along with your dorm essentials

rachel@tcjournal.biz — Thu, 10 Sep 2026 11:00:00 -0400

As the school year gets underway, it’s a time when many young adults headed to college or into the trades begin thinking about managing their own money for the first time. For those who don’t know where to begin, a Richland-based credit union has some advice.

Will Washington’s income tax be gone before we pay it?

Thu, 10 Sep 2026 11:00:00 -0400

Since Washington adopted its new income tax in March, the law has continued to generate intense debate. Yet with a constitutional challenge pending and a repeal measure headed to voters, many are asking a simple question: Will anyone ever pay it?

WA state workers stage walkout amid clash over pay demands

Thu, 10 Sep 2026 11:00:00 -0400

With contract negotiations nearing a critical deadline, hundreds of Washington state workers recently walked off the job for an hour to highlight demands for wage hikes in their next two-year deal.

The liquidity blind spot business owners often overlook

Thu, 10 Sep 2026 11:00:00 -0400

Liquidity planning for business owners should begin well before any business sale transaction is considered. Unfortunately, for many business owners, the first time they think about building accessible liquidity is when an offer is being made to purchase their business, or a life event occurs that forces a change of ownership.

Consider these strategies to pursue more stable investing in AI

Thu, 10 Sep 2026 11:00:00 -0400

AI has dominated economic headlines for several years now, but investing in the transformative potential of AI can still seem a murky area to investors who want to catch the wave of opportunities evoked by those headlines.

This credit union knows the superpower of being small

rachel@tcjournal.biz — Thu, 10 Sep 2026 11:00:00 -0400

Although this local credit union only has one branch, it fills a key role in the community by offering unique benefits to its members – just like other small credit unions across the country.

WaFd Bank to merge with Florida-based financial institution

Wed, 09 Sep 2026 21:00:00 -0400

Seattle-based WaFd Bank is about to expand its footprint and get a new name.

Report: Consumer spending up despite economy

Tue, 08 Sep 2026 21:00:00 -0400

The cost to buy a home is up, inflation is wreaking havoc and fuel prices are reaching record highs, but you’d never know from looking at Americans’ spending habits.

WA revenue officials: Income tax will bring in more money than first expected

Thu, 13 Aug 2026 21:00:00 -0400

A new analysis from the state Department of Revenue shows Washington’s high-earner income tax will be paid by thousands of additional households and produce hundreds of millions of dollars more than previously assumed – if voters don’t ditch it this fall.

You can’t control the economy, but you can control this

Mon, 13 Jul 2026 11:00:00 -0400

The economy will keep doing what economies do. It will surprise you and worry you, and that’s not going to change. What can change is how prepared you are when it does.

Report shows impact of workplace-based financial education

Wed, 08 Jul 2026 21:00:00 -0400

New research has shown that employees who participated in workplace-based financial education programs had stronger financial knowledge and capability than those who didn’t.

Portland-based accounting firm joins CliftonLarsonAllen

Thu, 02 Jul 2026 21:00:00 -0400

An accounting firm with clients across Oregon and Washington state has joined one of the nation’s largest accounting firms, which also maintains an office in the Tri-Cities.

Anonymous donor issues $75,000 matching challenge to support local nonprofits

Mon, 08 Jun 2026 21:00:00 -0400

3 Rivers Community Foundation has announced the launch of its 2026 Meet the Moment Campaign, a community fundraising effort supporting nonprofits serving Benton and Franklin counties.

Kennewick bans cryptocurrency kiosks

ty@tcjournal.biz — Thu, 14 May 2026 11:00:00 -0400

Kennewick has banned kiosks that allow individuals to buy and trade various cryptocurrencies.

WA’s status solidifies as one of the most expensive places in US

Sun, 29 Mar 2026 21:00:00 -0400

Drawing from an array of federal and state data, a new analysis shows the state’s cost of living rising faster than the national average over that time, with only California, New Jersey, Hawaii and Washington, D.C. considered more expensive in 2023.

Ferguson signs law to undo WA estate tax increase enacted last year

Wed, 25 Mar 2026 21:00:00 -0400

Washington will soon end its reign as the state with the nation’s highest estate tax.

Longtime Journal columnist signs off after 10-year run

Thu, 12 Mar 2026 10:30:00 -0400

For more than 10 years, I have drafted and submitted a monthly column for the Tri-Cities Area Journal of Business. Every month. That’s equaled more than 120 columns. This will be my final installment.

Banking & Wealth Management Briefs – February 2026

Thu, 12 Feb 2026 12:00:00 -0500

Banking & Wealth Management Briefs – February 2026

These are the states where incomes grew the most, least in recent decades

khardy@stateline.org — Thu, 12 Feb 2026 12:00:00 -0500

Household incomes have grown in nearly every state over the past 50 years, but a new study concludes that growth has been uneven across the country.

Thinking about moving out of state to avoid Washington taxes?

Thu, 12 Feb 2026 12:00:00 -0500

Do Washington state taxes get you thinking of moving away?

Largest Wealth Management Firms

nathan@tcjournal.biz — Thu, 12 Feb 2026 09:00:36 -0500

Identifying compensation challenges during ownership transition

Thu, 15 Jan 2026 12:00:00 -0500

As businesses grow and mature, compensation strategies often become complex, especially when new owners join or founders plan to step back.

A $1M trust for children is a smart move for young families

Fri, 12 Dec 2025 12:00:00 -0500

If you have young children, creating a will isn’t just a good idea – it’s essential.

IRS raises retirement contribution limits for 2026

Wed, 26 Nov 2025 21:00:00 -0500

The IRS has announced increased retirement savings limits for 2026, with higher contributions allowed across 401(k)s, IRAs, SIMPLE plans and related programs.

An ethical will can provide a voice for your legacy

Thu, 13 Nov 2025 12:00:00 -0500

How do heirs come to better understand learn the thinking behind mom or dad’s estate plan? One common solution is an ethical will.

Think you’ll inherit everything? Think again

Mon, 13 Oct 2025 12:00:00 -0400

Most spouses assume they’ll automatically inherit everything when their partner dies. They won’t. Let that sink in.

Strategic giving starts with strategic planning

Mon, 13 Oct 2025 12:00:00 -0400

Strategic and forward-looking planning can improve the balance between charitable contributions and the amount of taxes to be paid.

Report: Gen Z credit scores drop, overall loan delinquency rates up

Sun, 21 Sep 2025 21:00:00 -0400

Inflation, federal policy shifts and economic uncertainty are pushing consumers to change their financial habits, though not without consequences.

Student-run branches give teens real-world financial edge, experience

rachel@tcjournal.biz — Thu, 11 Sep 2025 11:00:00 -0400

High school students locally and across the state have the opportunity to get hands-on financial experience, thanks to a Richland-based credit union’s student program, now in its 25th year.