Four Reasons to Use a Roth IRA to Fund Retirement
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on February 20th, 2018
By Todd Youngdahl, CFP®
Blog
Why We Created Washington Wealth Advisors & Our Investment Philosophy
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on February 1st, 2018
By Todd Youngdahl, CFP® and Maura C. Schauss, CFP®
Kids, Allowances & Online Spending ~ Key Points from Dr. Rene's Parenting Workshop
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on January 31st, 2018
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.
How the New Tax Plan Affects Your Mortgage Options
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on January 22nd, 2018
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.
New Tax Bill Approved: Here’s What it Means for You
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on December 22nd, 2017
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.
Should You Pay Down Your Mortgage or Invest the Money?
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on September 25th, 2017
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.
Four Keys to Reviewing Your Life Insurance
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on September 12th, 2017
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.
Back to School: Are Your Kids Educated About Money?
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on August 18th, 2017
By Todd Youngdahl, CFP®
What To Do When the Market is Up
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on July 28th, 2017
For the past several years, there have been headlines aplenty all focused on the same thing: the imminent market downturn. Despite all the dire predictions, the market doesn’t seem to care what everyone thinks. It just keeps going up and up.
Q and A with Our Summer Intern Victoria Boinest
Submitted by Washington Wealth Advisors | Falls Church and Ashburn, VA on July 12th, 2017
Our team at Washington Wealth Advisors is delighted to welcome Victoria Boinest to the team as our summer intern. Victoria is a Finance major at James Madison and excited to work with our team on some internal projects to support our overall delivery of an excellent client experience. We thought you’d like to learn a little more about Victoria and her goals after graduation.
