What Should You Do About The Coronavirus And Stock Market Volatility?

By Maura Schauss, CFP® and Todd Youngdahl, CFP®

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days and the volatility has continued. 

Investors are understandably nervous about their money and their health. If you are worried about your portfolio, you’re not alone. But during stock market volatility, it’s important to keep a level head to avoid financial mistakes.

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What Is A Fee-Only Financial Advisor & Why Does It Matter?

By Todd I. Youngdahl, CFP®

If you’ve spent any time researching financial advisors, you’ve probably come across the term Fee-Only. It’s used to describe registered investment advisors, and it’s one of the best words you can hear when searching for a financial expert.

But what does it mean? And why is it important when you are evaluating financial advisors?

Today we’ll address what it means to be a fee-only financial advisor—and why we at Washington Wealth Advisors pride ourselves on this one little phrase.

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Happy New Year ~ Welcome 2020 & the Next Decade!

Happy New Year and Welcome to the Next Decade!  

Our team passionately believes in the holistic benefits of financial peace of mind. Taking care of the big picture allows you to enjoy each small moment creating your unique life.  Is financial peace of mind on your resolution list? We stand ready to get you on your way. Learn more about taking the first step.

Wishing you happiness, good health and peace in 2020 and the next decade.

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A Trusted Partner Through A Family Crisis - A Client Profile

By Todd Youngdahl, CFP®

You never know what kind of surprises life will throw at you. I have known married couple Paige and Tim since 2005 and started working with them as their financial advisor 10 years ago when they didn’t have any pressing financial needs. As Paige put it, “We just wanted to figure out our financial picture - what we needed to do to save and how best to utilize the income we had. You don’t have time for that when you’re doing everything else.”

 

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Social Security – Taking a Closer Look at A Restricted Application

By Todd I. Youngdahl, CFP®

After decades of hard work, retirement is the time to enjoy the fruits of your labor and live your retired life on your own terms. However, achieving financial security in retirement is no easy task and there are plenty of factors to consider when determining whether or not you have enough retirement income to make your ideal retirement a reality.

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Spring Cleaning For Your Financial Life

By Todd Youngdahl, CFP®

Taxes have been filed, the days are getting longer, and spring cleaning is on your mind. While you’re deciding on projects to take care of around the house, add some financial cleaning to the list. Getting your financial life in order may seem daunting, but think of it as a way to contribute to your own financial success. Consider the following tips to get started on the path of financial organization.

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Fight Procrastination Day! Let Us Make It Easy For You To Save

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!

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Now Showing on a Screen in Front of You ... Washington Wealth Advisors Videos

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.

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