By James F. Anderson, Esq.
Powers of Attorney sometimes seem to be the black sheep of the estate planning family. Trusts and Wills get all of the headlines while Powers of Attorney are forgotten. That is a mistake. Powers of Attorney are versatile documents that can dramatically improve a person’s day-to-day life at minimal cost. As an estate-planning attorney, I have spent a lot of time educating people about the benefits of having well-drafted Powers of Attorney. Here are 6 important elements that I wish more people understood about Powers of Attorney.
By Maura C. Schauss, CFP®
Before the year’s end, in the midst of the holiday events and travel, the last thing you want to think about is your finances. But considering how finance-related resolutions are the third most popular New Year’s resolution, (1) why don’t you give yourself a head start on your 2019 financial goals? Here are 10 critical financial actions you’ll be glad you tackled when the ball drops on New Year’s Eve!
By Todd Youngdahl, CFP®
You may have heard your friends talking about it. Or maybe you’ve seen it in the news. When it comes to deciding when to start drawing from Social Security, all you have to do is type in your information to a Social Security maximization software, and voila! It tells you exactly what you need to do to maximize your benefits.
By Maura C. Schauss, CFP
In any given month, there are well over 100 nationally recognized “days” on the calendar. Some of them are days to honor people, historical events, or important causes, and others are downright silly. Amidst all the significant or odd holidays in September, there is one that we think is critical to recognize: Fight Procrastination Day!
One of our goals at Washington Wealth Advisors is to have the most educated client base when it comes to the world of personal finance. Achieving financial peace of mind comes through a working partnership with your advisor as well as keeping yourself well informed. Videos offer an easily accessible and convenient way to learn about a new topic, understand a financial term, get the highlights of a blog, reference a subject discussed in a review meeting or meet a new member of the WWA team. With that in mind, we are excited to launch our very own YouTube Channel to engage our clients and community in support of our financial education goal.
Ryan Muscatella joins Washington Wealth Advisors as a Client Service and Financial Planning Associate supporting Todd's clients. He plays a vital role in delivering the firm’s client service model in a passionate and friendly manner, while also providing the most up-to-date financial planning services to help clients achieve their desired goals. Ryan earned a B.S. in Finance, magna cum laude, in 2018 through Virginia Tech’s CFP® Certification Education Track. His passion for financial planning stems from the prospect of helping people and leading them on the path towards financial stability to achieve their goals. In the past, Ryan led and participated in many volunteer organizations and recognizes the importance of giving back to his community.