financial planning

By Maura C. Schauss, CFP

In any given month, there are well over 100 nationally recognized “days” on the calendar. Some of them are days to honor people, historical events, or important causes, and others are downright silly. Amidst all the significant or odd holidays in September, there is one that we think is critical to recognize: Fight Procrastination Day!

One of our goals at Washington Wealth Advisors is to have the most educated client base when it comes to the world of personal finance. Achieving financial peace of mind comes through a working partnership with your advisor as well as keeping yourself well informed. Videos offer an easily accessible and convenient way to learn about a new topic, understand a financial term, get the highlights of a blog, reference a subject discussed in a review meeting or meet a new member of the WWA team. With that in mind, we are excited to launch our very own YouTube Channel to engage our clients and community in support of our financial education goal.

As we celebrate America's Independence, knowing you are on track to achieve your own financial independence is so sweet. 

A Financial Plan for you and your family will help you make the best financial decisions between now and retirement – your Financial Independence Day!  Find out more about our Annual Financial Planning Program including:

We have learned that many people recognize April 26th as #GetOrganizedDay.  So, how about getting your financial planning ducks in a row?  Washington Wealth Advisors can help.

If creating a financial plan is a "to do" for you, then there is no better time to start that plan than today.

by Todd Youngdahl, CFP®

As a university graduate myself, it is no surprise that I value higher education. However, statistics show that having a college education has an even greater impact on a person’s financial life now than it did 20 years ago when I proudly wore the blue and gold of West Virginia University.

by Todd Youngdahl, CFP®