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Blog

Amy Goan | Nov 8, 2022

Where’s the Best Place to Park My Cash as the Fed Raises Rates?

Investing

For years when clients asked me where they should leave their cash (possibly for their Emergency Fund or upcoming expenses) the answer was always the same

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Amy Goan | Sep 5, 2022

FOMO and Investing Are A Dangerous Combination

Investing

Salespeople often use “FOMO” or fear of missing out as a strategy to get someone to sign on the dotted line. Not much is at stake when they’re trying to sell

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Amy Goan | Mar 18, 2021

Financial Planning by the Decade

Financial Planning
Lifestyle

As a Certified Financial Planner ™ people often hire me because they have a vague sense that they should be doing something about their finances, but they’re

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Amy Goan | Jan 25, 2021

Article on Bond Ladders

Interesting Reading
Investing

I often recommend bond ladders for clients. This Kiplinger article explains how ETFs can be used in creating bond ladders. I'm even quoted toward the end of the

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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

"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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Amy Goan | Feb 9, 2020

“The Elements of Investing” by Charles Ellis and Burton Malkiel

Interesting Reading
Investing

 

If you want to understand why I believe the best way to invest is to create a low-cost portfolio made up of well-run index funds with a good track record

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Amy Goan | Feb 3, 2020

How To Help Protect Your Identity In 3 (Relatively) Easy Steps

Budgeting/Credit

 

It seems there is a long list of massive data breaches we’ve seen over the years. Readers of this blog know that I use CreditKarma to monitor my credit

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Amy Goan | Oct 18, 2019

Prism Is Once Again Listed In Forbes Article

Interesting Reading

Here's the link to the Forbes article that was just updated and lists hourly planners throughout the country. Guess who once again made the list!smiley

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Amy Goan | May 2, 2019

Traveling and Your Estate Plan

Estate Planning
Travel

 

Many of my clients know how much my husband and I love to explore the world through travel. Since we are both able to work remotely, we're able to get away

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Amy Goan | Aug 7, 2017

How Much Value Does a Financial Planner Add?

Financial Planning

 

Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?

The Morningstar

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Issaquah WA 98027

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E: amy@prismfinancialplanning.com

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