Blog

By Alexandra Devereaux

These days, cyber security is a top priority for everyone.  Here at WWA, client security and privacy is a top priority for all of us.  We strive to educate our clients to make sure they are protected as so much of what they do is done over the internet…from online transactions to sending their tax accountants data, to asking questions about their accounts.  As a Client Relationship Manager here at WWA, I work with our clients and their data daily.  I wanted to share some quick advice that will help keep you all safe.

We have learned that many people recognize April 26th as #GetOrganizedDay.  So, how about getting your financial planning ducks in a row?  Washington Wealth Advisors can help.

If creating a financial plan is a "to do" for you, then there is no better time to start that plan than today.

By Maura C. Schauss, CFP

Bread and butter. Romeo and Juliet. Nuts and bolts. Salt and pepper. Love and marriage. Tax planning and philanthropy. Some things were just meant to go together.

By Todd Youngdahl, CFP®

In March, President Trump announced that he would begin imposing tariffs on steel and aluminum, sparking fears of a global trade war. Both the media and markets were up in arms over his announcement. But, why? What exactly is a trade war and what would it mean for the US economy and you, personally?

By Maura C. Schauss, CFP®

By Maura C. Schauss, CFP®

By Todd Youngdahl, CFP®

By Maura C. Schauss, CFP® and Todd I. Youngdahl, CFP®

By Todd Youngdahl, CFP® and Maura C. Schauss, CFP®

We welcomed Dr. Rene Hackney of Parenting Playgroups as our guest speaker this month to tackle the important family topics of chores, allowances and online spending.  For those who were unable to join us, here are some key takeaways from Dr. Rene's workshop along with several resources to support you in teaching your children about money.