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

Blog

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.

How to Pay for Junior’s College (Part 2): Loans

Loans for When You Need to Borrow Money for College

Last week I wrote about the different saving and investment vehicles available for parents who want to save for their child’s college.

How to Pay for Junior’s College (Part 1): Savings

Saving For Your Child's Education

Whether your child fits in the crook of your arm and keeps you up at night with feedings and diaper changes or your child wears size 13 shoes and keeps you up at night wondering if he’s making good choices while he’s out of your sight, you’re probably wonderi

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