W.T.B. Financial Corporation, the holding company for Spokane-based Washington Trust Bank, has changed its leadership structure with four key transitions and promotions within the financial institution’s executive leadership team. Washington Trust has a branch in Kennewick.
When weighing how best to incorporate charitable giving into your estate plan, it makes sense to lean on one specific type of asset to make your charitable gifts.
Retirement planning can be an overwhelming prospect, but it’s important – and with it comes a more secure future and peace of mind. Area financial experts have some suggestions to help you get started.
Saving up money for specific goals has been, for good reason and with good results, a healthy and beneficial habit to develop from childhood, from traditional piggy banks to allowances, from saving accounts to educational funds. Another valuable and rewarding tool might not spring to mind, but it pays rich rewards: a retirement fund, specifically a Roth IRA.
The year 2022 was challenging with the U.S. stock market posting a -19% return and the U.S. bond market not far behind at -13%. However, enough time has passed to where it is beneficial to conduct an after-action review. This isn’t an examination of what the ideal investment...
While some teens used the pandemic shutdown to play Minecraft or learn TikTok dances, Ashwin Joshi was reading “Rich Dad, Poor Dad,” a book published decades ago about increasing your financial IQ.
It was the start of the 17-year-old’s mission to empower youth and educate them about financial literacy...
When setting up a business, conventional wisdom dictates that the business be set up in a legal entity providing limited liability protection, like a limited liability company (LLC).
This is true too when a business wants additional capital by allowing investors to participate as equity owners in exchange for...