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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

"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.

What Beauty Makeovers and Financial Planning Have in Common

I know what you’re thinking: Makeovers and financial planning? Really, Amy?

Stay with me on this.

This morning I received a text from my friend, Rachelle. She said she wants to get a beauty makeover (she has her wedding coming up, after all!) and this time she wants to pay for it. Am I in?

Springtime Reading Recommendation: All Your Worth-The Ultimate Lifetime Money Plan by Elizabeth Warren and Amelia Warren Tyagi

Have you ever been in the middle of a good book and kept thinking, "Oh, so-and-so should read this."? Well, that repeatedly happened to me while reading All Your Worth-The Ultimate Lifetime Money Plan by Elizabeth Warren and Amelia Warren Tyagi. This mother/daughter team (yes, it's that Elizabeth Warren) wrote this book back in 2005.

3 Steps Toward a Smoother Tax Season!

If you're like me, over the last few weeks you've been receiving in both your mail box and your email inbox various documentation necessary to file your taxes. But what do you do with them? Do you throw them on top of the ever-growing stack of mail on your kitchen counter?

Amy's Bold Market Predictions for 2015

The stock market will go up...and down.

Bond yields will rise...and decline.

I'm always fascinated this time of year as every so-called financial "expert" on TV or in print feels the need to proclaim their prediction of what the markets will do over the next 12 months.

Estate Plans Aren't Just for the Wealthy

Scenario 1: A couple in their 40's have one child and modest savings. They're comfortable with having all their assets pass to the surviving spouse should one of them die. Mom gets a $400,000 inheritance at her parents' death. Mom dies and Dad inherits all his wife's assets, as planned. One year later Dad remarries.

How to Improve Your Credit Score

I copied the following from the Bank of Internet website.

 

Score Big by Improving Credit

We all know it’s important to keep our credit in tip-top shape. But unless you’re applying for a major purchase like a house or car, your credit score may not have been a number one priority for some time.

The Truth About Credit Myths

I copied the following from the Bank of Internet website.

How 5 Minutes of Your Time Can Help You Get a Better Night's Sleep

 

It's not many things we can do that take only 5 minutes of our time yet can help us sleep better at night like checking our credit score. We all know it's something we're supposed to do once a year.

Donor Advised Funds: A Win-Win All Around!

Do you regularly donate to organizations such as a religious institution, alma mater, or a 501(c)(3) charity? Good for you!

Do you own investments with a low cost basis that you'd like to sell but don't want to pay the capital gains tax that will result? Even better!

A Donor Advised Fund may be the perfect vehicle for you!

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