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Amy Goan, MBA, CFP®
18708 SE 45th St., Issaquah, WA 98027


Traveling and Your Estate Plan

Many of my clients know how much my husband and I love to explore the world through travel. Since we are both able to work remotely, we're able to get away about once every quarter. Although some of those trips are in the US, many are not.

Interesting Reading


"All Your Worth-The Ultimate Lifetime Money Plan" by Elizabeth Warren and Amelia Warren Tyagi

This is my go-to bo

How To Help Protect Your Identity In 3 (Relatively) Easy Steps

Updated Information (November 28, 2018):

How Much Value Does a Financial Planner Add?

Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?

Trump’s Tweets versus Individual Stocks

As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her section on investing. She’s not a fan of owning individual stocks, just like me.

Will We Ever Get a Fiduciary Standard For All?

What standard would you prefer apply to the person giving you financial advice?

Is It Time To Rebalance Your Portfolio?

This cobbler’s children wear shoes!

"The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their professional lives, but don't practice it in their personal lives. Well, my kids were close to being shoeless, but no more!

October Update on Washington's 529 GET Plan

The GET Committee met on Wednesday, October 7th and discussed the possibility of opening a traditional 529 College Savings Plan for Washington residents. By “traditional” they mean a plan where you essentially purchase mutual fund shares and thus your 529 value can fluctuate with the market.

Planning for Long Term Care

Financial Advice for the 30-Something

Last year I wrote a blog post called “Financial Advice for the 20-Something.” I thought it time to follow-up with a post for all you “30-Somethings” out there.

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