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Blog

Maura Schauss | Dec 13, 2021

The Role of Caregiver Affects Women Differently

Women Building Wealth
busy families
insurance strategies

Ann D. Blakey, CFP®

Today, like so many other women, you may be facing a new challenge while you’re still working full time. Your children are growing up

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Maura Schauss | Dec 3, 2021

Year-End Market Review & 5 Things to Address Before 2022

economy and markets
tax strategy
investments
education planning
financial planning

The CFP® Team at Washington Wealth Advisors

As the end of the year approaches, we reflect on all that 2021 has brought, so that we can properly plan for the

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Maura Schauss | Nov 29, 2021

A World of Good Wishes on #GivingTuesday and Throughout the Holiday Season!

Team News
Community

One of the joys of the holiday season is the opportunity to say thank you. We appreciate our relationship with our clients, their families and our

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Maura Schauss | Nov 25, 2021

Our Best Wishes on this Day of Giving Thanks 2021

Community
Team News

The Team at Washington Wealth Advisors

All of us at Washington Wealth Advisors wish you a fulfilling day of thanks with family and friends.

Our world may

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Maura Schauss | Nov 22, 2021

How to Use a Tiered Cash Reserve Strategy to Save for Short-Term Goals

investments
financial planning

The CFP® Team at Washington Wealth Advisors

If you’re like many of our clients, you probably have competing financial goals. It seems like no matter how much

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Maura Schauss | Nov 15, 2021

Don’t Skip the FAFSA if You Have a College Student!

education planning
kids and money

By Ann D. Blakey, CFP®

This is the time of year that most parents and guardians with college-aged students struggle with the infamous FAFSA form (Free

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Maura Schauss | Nov 8, 2021

IRS Publishes Some Good News for Savers in 2022!

financial planning
investments
tax strategy
health

By Ann D. Blakey, CFP®

Every fall, the IRS publishes important data about retirement contribution limits for the following year.  We now have the new figures

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Maura Schauss | Nov 1, 2021

How a Financial Plan Helps You Endure Market Volatility

financial planning
economy and markets

The CFP® Team at Washington Wealth Advisors

Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the

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Maura Schauss | Oct 25, 2021

Environmental, Social and Governance (ESG): Aligning Investment Choices with Social Causes

investments
Community
financial planning

The CFP® Team at Washington Wealth Advisors

We all have social causes that we care about. But there can sometimes be divergence in the causes we care about

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Maura Schauss | Oct 19, 2021

6 Hidden Costs of Homeownership

Real Estate
financial planning

The CFP® Team at Washington Wealth Advisors

Homeownership is a big part of the American Dream. But buying, owning, and maintaining a place of your own may

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Maura Schauss | Oct 8, 2021

Medicare Open Enrollment Starts October 15th ~ Here’s What You Need to Know

health
financial planning

The CFP® Team at Washington Wealth Advisors

As you work through your retirement checklist, did you get stuck on healthcare planning? An oft-overlooked

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Maura Schauss | Oct 4, 2021

How to Maximize Your Social Security Benefits

retirement planning
health

The CFP® Team at Washington Wealth Advisors

Planning for your Social Security benefits isn’t just about estimating the monthly check you’ll receive in the

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