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 The CFP® Team at Washington Wealth Advisors
Updated from 2/1/2021
Welcome to June and summer 2021! We are checking in on those 2021 New Year’s
We welcome May 29th as a day to recognize the popular and powerful 529 Plan as a tool in your education savings toolbox. It's named for Section 529 of the
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
By Todd Youngdahl, CFP®
Congratulations! Your baby is graduating from high school and stepping into adulthood. For your family, that may mean off to college!
By Maura Schauss, CFP®
Have you heard? Right now, Americans owe over $1.5 trillion in student debt.[1] Studies have found that this debt burden is not only
By Maura C. Schauss, CFP®
In the news, the word “fiduciary” has been thrown around a lot in regards to financial advisors and their duties. The concept can
Do you ever wish your financial life could be more streamlined and organized? There are so many pieces of the financial pie that things can get complicated, or
By Maura C. Schauss, CFP
Imagine laying out all of your bills, investment account statements, insurance policies, and loans on your kitchen table and trying to