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

Blog

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!

10 Financial Considerations When Filing for Divorce

If you are currently going through, or considering, a divorce this blog post is for you. Use it as a checklist to discuss with your divorce lawyer and/or financial planner.

Take it or leave it? Your 401k, that is!

The days of working for the same company for 40 years then retiring with a gold watch and a pension paid for life are long gone.

The Fiduciary Standard: Why do we have to make things so complicated?!

I'm feeling a bit queasy right now.

What are bonds, and why should I care?

Bonds are generally considered the unsexy area of the investment world, which is really saying something. I mean, how many times have you been at a cocktail party or standing around the water cooler at work when someone says, "Man, my bond portfolio is HOT! My return was over 1% last quarter!"?

The Best Strategy for Long-Term Investing: Be Lazy!

There are few times in life where you’re rewarded for being lazy. Believe it or not, investing can be one of them.

I Need Help With My Finances...Now What?

You’ve cleaned your gutters, reorganized the linen closet, and finally stored all your digital pictures in one place. Congratulations! Next on your list of “Things I Really Don’t Want To Do, But Know I Should” is: GET FINANCIAL HOUSE IN ORDER.

Financial Advice for the "20-Something"

My beautiful niece, Liz, recently called to let me know that she and her long-time beau, Dan, have become engaged. After the congratulations and mazel tovs were said and I hung up the phone I began thinking. Now, anyone who knows these two even superficially knows that you’d be hard pressed to find a more intelligent, yet down to earth couple.

Are You Kidding Me?!—Cost of a College Education, 2014-2015

 

A Salesman in Sheep’s Clothing: How to tell if your broker is looking out for your best interest

Imagine this: Your “financial advisor” that has managed your money for years gives you a call. “Sue”, he says, “small-caps are up this year and I think they’re going to continue to go up. I want to sell some of your bonds, which will continue to go down as interest rates start to rise and put that money to work in small-caps. Ok?

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