Month: June 2019

accountant sitting with computer, paper, coffee and other supplies

Tax Aware Investment Strategies Webinar Recap

By Melissa Joy, CFP®, CDFA® / June 21, 2019

Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax […]

Money Savage Podcast

By Melissa Joy, CFP®, CDFA® / June 12, 2019

Melissa was recently a guest on the Money Savage podcast with George Grombacher. They discussed the keys to financial confidence. Click below to listen in.