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Amy Goan, MBA, CFP®
18708 SE 45th St., Issaquah, WA 98027


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?

How to Pay for Junior’s College (Part 3): Grants, Scholarships, etc.

I’ve saved the best for last. After all, what could be better than having your child’s college education be free?! Grants and scholarships differ than loans, in that they don’t have to be paid back. Some are awarded on financial need, some on academic merit, and others on associations with different organizations.

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