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Amy Goan, MBA, CFP®
18708 SE 45th St., Issaquah, WA 98027
Working With Clients Remotely


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!

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.

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