Blog

By Craig Strent

The new tax plan impacts all areas of your financial life. We want to help you prepare for the changes and optimize your tax planning. As such, we reached out to Craig Strent of Apex Home Loans, a mortgage specialist with over twenty years of experience, to give us a deep dive into how the new tax laws will affect your mortgage options.

Happy New Year to you and your family! Can you believe it's already 2018? Life seems to speed by faster every year. 

Thank you for being part of the Washington Wealth Advisors family! As we wrap up the year as a firm, we want to thank you for completing our Annual Client Satisfaction Survey. We heard you and appreciate your feedback! We’ll be making exciting changes in 2018 to serve you better.

By Todd Youngdahl, CFP®

On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has spoken frequently of tax reform and this bill entails a number of changes to the U.S. tax code that will impact both corporations and individuals.

Early Beginnings

Grace has been involved with graphic design almost her entire life. She began in high school working on the school newspaper, helping with the yearbook, basically getting her hands into anything that involved design.

Our clients are our top priority! In an effort to continually improve your experience with Washington Wealth Advisors, we are asking for your feedback.  Please take our brief 2017 Client Satisfaction Survey, evaluating us on a scale of 0-10 with 10 being the highest. We appreciate hearing from you and look forward to implementing your suggestions! 

It’s that time of year when the ghosts and goblins appear and start to spook our children…and sometimes us!  Along the same lines, we continue to get questions about how long this bull market will continue and when will it get spooked? There are few things in investing (and life) that are guaranteed.

Washington Wealth Advisors is pleased to announce the newest addition to our team! As an investment advisory firm, we always strive to offer exceptional service and focused, personal attention. Our goal is to have the expertise and experience needed to take care of our clients in order to help them achieve their financial goals.

What is the number one rule of personal finance? Spend less than you earn. If you have worked hard for decades, followed a budget, and adhered to this rule, you may find yourself in the enviable position of earning more money each month than you need to cover your expenses. It’s a fortunate problem to have, but one that forces you to decide how to allocate your extra cash.

By Todd Youngdahl, CFP®

Life insurance is one of those financial products that often doesn’t get the attention it deserves. Most of us purchase a policy, then forget about it, thinking we have done our due diligence and crossed that off the financial responsibility to-do list.