By Ann D. Blakey, CFP® at Washington Wealth Advisors
This is the time of year that most parents and guardians with college-aged students struggle with the
Maura Schauss, CFP® at Washington Wealth Advisors
Target date funds go by lots of different names, including lifecycle, dynamic-risk and age-based funds
Ann D. Blakey, CFP® and Nina L. Falci at Washington Wealth Advisors
It’s the time of the summer when tuition and room & board bills are starting to arrive.
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
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
The CFP® Team at Washington Wealth Advisors
The cost of a college education increases every year, largely unbeknownst to you until you receive the bill. The
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
By Todd I. Youngdahl, CFP® and Ann D. Blakey, CFP®
Updated from 5/24/21
Time to review your Education Savings Strategy as we enter the 2021 - 2022 'Back
By Maura C. Schauss, CFP®
There are 135 different certifications for financial advisors, and most of them begin with the letter “C”: CFPs, ChFCs, CPAs, CLUs