Our Thoughts


  • Oct/Nov 2019 - 2020 Social Security & Medicare Update  If you're currently retired or disabled...Your January 2020 benefits will increase by 1.6% based on a "like" change in the Consumer Price Index (CPI-W) for the year ending September 30, 2019. Read More

  • May/June 2019 - So, you've graduated...now what? Congratulations to the Class of 2019!  You've just graduated from medical school or a physicians' assistant pogram, or finished up your residency.  Read More

  • January/February 2019 - Managing Long-Term Disability Risk: Part Three   Governmnet benefits, like Social Security and worker's compensation, may provdie basic benefits if you suffer long-term disability. Read More

View all Financial Focus articles


  • Second Quarter 2020: On January 21st, the Centers for Disease Control and Prevention (CDC) confirmed the first U.S. Novel Coronavirus (COVID-19) infection. Read More.

  • First Quarter 2020: 2019 was a stellar year for the stock markets.  The Dow Jones Industrial Average posted a 25.3% total return. The Standard & Poor's 500 posted a 31.9% total return. Read More.

  • Fourth Quarter 2019: Thus far, 2019 has been a great year for stock investors.  As of September 30th, the S&P 500 was up 18.74% with all industry sectors participating. Read More.

View past market updates




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Company Info

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