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Blog

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Amy Goan | Jan 25, 2021

Socially Responsible Investing Makes Good Financial Sense

Investing

Socially Responsible Investing is often shortened to “SRI” or more recently “ESG”. The “E” in ESG stands for Environment, the “S” stands for Social, and the “G”

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Amy Goan | Sep 25, 2020

What is Your Ideal Retirement Location?

Retirement

I'm always on the lookout for resources that help me advise my clients, or that clients can use to help themselves. I recently came across this interesting

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Amy Goan | Apr 30, 2020

How to do a Backdoor Roth IRA

Investing

 

We all love Roth IRAs. What’s not to love? Instead of putting excess income into a brokerage account that has its dividends and income taxed each year, as

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Amy Goan | Apr 16, 2020

Where To Find Hourly Financial Planners by William Baldwin

Interesting Reading

William Baldwin  wrote an article in Forbes, where he compiled a list of hourly financial planners across the country. Guess who made the list?! wink

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Amy Goan | Apr 16, 2020

"I Just Bought A House! by Carrie Houchins-Witt

Interesting Reading
Taxes

 

This blog post by fellow advisor in Iowa, Carrie Houchins-Witt CFP® / EA, describes how home ownership can help take a bite out of your tax bill.

Read

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Amy Goan | Apr 16, 2020

"The 5 Years Before You Retire" by Emily Guy Birken

Interesting Reading
Retirement

 

For anyone who finds themselves 5-10 years away from retirement, I'd have to recommend this book.

Its worksheets take you step-by-step through such

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Amy Goan | Apr 16, 2020

"How to Make Your Money Last: The Indispensable Retirement Guide" by Jane Bryant Quinn

Interesting Reading
Retirement

 

I love this book! I think that everyone who's close to retirement, or in retirement, will benefit from reading this book. You can read it all the way

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Amy Goan | Apr 16, 2020

"The Investment Answer" by Daniel C. Goldie and Gordon S. Murray

Interesting Reading
Investing

I just listened to "The Investment Answer" by Daniel C. Goldie and Gordon S. Murray, which was recommended by a client. (Thanks, Mike!) I believe their views on

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Amy Goan | Apr 16, 2020

"Don’t Transfer Ownership of Your House to Your Kids Before You Read This " by Jenny Ling, PLLC

Estate Planning
Interesting Reading

 

Jenny Ling, a local attorney, wrote this article in her October 2018 Newsletter, which I found very useful. We all want to avoid paying unnecessary taxes

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Amy Goan | Apr 16, 2020

"Happy Money: The Science of Smarter Spending" by Elizabeth Dunn and Michael Norton

Interesting Reading

 

We all spend money. But do we do so wisely, so as to maximize the happiness it can bring to us? "Happy Money" by Dunn and Norton discusses the links

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Amy Goan | Apr 16, 2020

"All Your Worth-The Ultimate Lifetime Money Plan" by Elizabeth Warren and Amelia Warren Tyagi

Budgeting/Credit
Financial Planning
Interesting Reading

 

This is my go-to book for anyone who wants to take charge of their finances. It's straight-forward, easy to read, and very upbeat. Although I don't share

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Amy Goan | Feb 29, 2020

Coronavirus: What to do with your investments

Investing

 

A client recently emailed asking me if, given the recent market downturn, we should rebalance his portfolio. Since I’m sure there are others wondering the

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