Our Thoughts


  • November/December 2018 - Managing Long-Term Disability Risk: Part Two  Since Social Security and worker's compensation may not provide sufficient benefits if you are disable . Read More.

  • September/October 2018 - Managing Long-Term Disability Risk: Part One   If you count on earned income to pay living expenses and save for the future, you need long-term disability insurance. Read More

  • July/August 2018 - Understanding the New Child Tax Credit  The Tax Cuts and Jobs Act (TCIA) greatly expands the Child Tax Credit...Read More

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  • Second Quarter 2019: at its January 30th meeting, the Federal Reserve Bank decided to "pause" in its journey toward normalized interest rates.  Read More.

  • First Quarter 2019: On October 3, 2018, the Dow Jones Industrial Average (DJIA) closed at an all-time hight of 26,828.39 ... up 8.5% from its December 31, 2017 close of 24,719.22 . Read More..

  • Fourth Quarter 2018: Although the summer months were reasonable calm, October was the most volatile October we have had in 10 years with a total of eight days closing up or down by 1% or more. Read More.

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Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com