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Amy Goan, MBA, CFP®
Email: amy@prismfinancialplanning.com
18708 SE 45th St., Issaquah, WA 98027
425-641-5717

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Blog

How To Help Protect Your Identity In 3 (Relatively) Easy Steps

The Equifax data breach earlier in the month is just one in a long list of massive data breaches we’ve see over the years. Readers of this blog know that I use CreditKarma to monitor my credit scores for free.

How Much Value Does a Financial Planner Add?

Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?

Trump’s Tweets versus Individual Stocks

As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her section on investing. She’s not a fan of owning individual stocks, just like me.

Will We Ever Get a Fiduciary Standard For All?

What standard would you prefer apply to the person giving you financial advice?

Is It Time To Rebalance Your Portfolio?

This cobbler’s children wear shoes!

"The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their professional lives, but don't practice it in their personal lives. Well, my kids were close to being shoeless, but no more!

October Update on Washington's 529 GET Plan

The GET Committee met on Wednesday, October 7th and discussed the possibility of opening a traditional 529 College Savings Plan for Washington residents. By “traditional” they mean a plan where you essentially purchase mutual fund shares and thus your 529 value can fluctuate with the market.

Planning for Long Term Care

Financial Advice for the 30-Something

Last year I wrote a blog post called “Financial Advice for the 20-Something.” I thought it time to follow-up with a post for all you “30-Somethings” out there.

How Do Recent Decisions by the WA 529 GET Committee Affect Me?

In July of this year the Washington Legislature enacted the College Affordability Act, which lowers the cost of tuition at Washington's public colleges and universities. The GET Committee is considering the impact of the College Affordability Act on Washington's 529 GET program. They have had several meetings, with more to come.

"The 5 Years Before You Retire" by Emily Guy Birken

I recently finished the book "The 5 Years Before You Retire" by Emily Guy Birken. For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.

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