Month: November 2018

woman holding hands out with change in them

Our 10 Perspectives on Giving

By Melissa Joy, CFP®, CDFA® / November 26, 2018

Giving Tuesday is NOVEMBER 27th this year. Each year at this time, I post 10 practical financial planning considerations for your charitable endeavors updated from years’ past. New tax law […]

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laptop and doctor's stethoscope

Top Open Enrollment Mistakes & How to Avoid Them!

By Melissa Joy, CFP®, CDFA® / November 1, 2018

Open enrollment is a once-a-year window where employees with benefits get the opportunity to sign up for the benefits for the following year. We’re in the heart of open enrollment […]

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