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Blog

Maura Schauss | Jul 5, 2022

A Path to Celebrating Your Own Financial Independence

financial planning
retirement planning

By The CFP® Team at Washington Wealth Advisors

Our team has a passion for our client's Financial Independence. 

Sometimes referred to as the "new

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Maura Schauss | Jul 1, 2022

Mid-Year CHECK IN - Your 2022 Monthly Financial Planner

financial planning
busy families
Women Building Wealth
executives
Small Business Owners

By The CFP® Team at Washington Wealth Advisors

Updated 7/1/22

Making Progress with Your Personal Finance List?  It's mid-year 2022 and we're checking in

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Maura Schauss | Jun 27, 2022

FIDELITY: Three risks we're watching in the second half

economy and markets

Fidelity resources shared by CFP® Team at Washington Wealth Advisors 

Sharing some perspective from our Fidelity resources.  Knowledge is empowering and can

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Maura Schauss | Jun 21, 2022

Mortgage 101: The Basics of Funding Your Home Purchase

Real Estate
investments
financial planning

Ann Blakey, CFP® at Washington Wealth Advisors

Most first-time homebuyers use a mortgage to finance their home purchase. In fact, only 30 percent of U.S

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Maura Schauss | Jun 17, 2022

The Fed Makes the Biggest Rate Hike in 28 Years

economy and markets
investments

Todd Youngdahl, CFP® at Washington Wealth Advisors

From the Federal Reserve press release dated June 15, 2022:

“Overall economic activity appears to have

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Maura Schauss | Jun 14, 2022

Tips to Shape Up Your Fiscal Fitness this Summer

financial planning
insurance strategies
estate planning
tax strategy
executives
Women Building Wealth

Todd Youngdahl, CFP® at Washington Wealth Advisors

Many people realize that the best way to stay in shape is to develop an appropriate fitness regimen and

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Maura Schauss | Jun 6, 2022

5 Modifications to Make to Your Finances After Buying a Home

financial planning
Real Estate

Maura Schauss, CFP® at Washington Wealth Advisors

Buying a home is one of the most financially significant events of your life. But even after closing, your

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Maura Schauss | May 31, 2022

When Managing Minors’ Custodial Accounts, Timing Is Everything: UTMA & UGMA Accounts

education planning
kids and money
investments

Nina Falci, WWA Operations Coordinator

Uniform Transfers to Minor Act (UTMA) and Uniform Gift to Minors Act (UGMA) accounts are usually opened by parents and

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Maura Schauss | May 29, 2022

May 29th is a Nationwide Celebration of 529 Day

education planning
kids and money
financial planning

The CFP® Team at Washington Wealth Advisors

May 29th marks the nationwide celebration of 529 Day, an opportunity to highlight the many benefits of 529

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Maura Schauss | May 27, 2022

Our 6th Annual Food Drive for AFAC and LHR - JUNE in 2022!

Team News
Community

The Team at Washington Wealth Advisors

Washington Wealth Advisors believes in giving back to the communities in which we live and work. Through volunteer

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Maura Schauss | May 23, 2022

How We Help Small Business Owners: It’s More Than Business. It’s Personal.

Small Business Owners
financial planning
retirement planning

Todd Youngdahl, CFP® at Washington Wealth Advisors

Starting a small business is no easy feat. Considering 45% of small businesses fail within the first five

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Maura Schauss | May 20, 2022

Five Lessons To Remember During Bear Markets

economy and markets
financial planning

Maura Schauss, CFP® at Washington Wealth Advisors

The Stock Market has been trying to teach these lessons forever….

The real value of a bear market may be

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