Month: July 2019

white house on a sunny day

Anticipating the SECURE Act: What Should You Know?

By Melissa Joy, CFP®, CDFA® / July 22, 2019

Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry […]

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monopoly board with car and house

How to Talk to your Kids About Money: Webinar Recap

By Melissa Joy, CFP®, CDFA® / July 19, 2019

Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and […]

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soccer ball on field

US Women’s World Cup: Investing and Life Lessons

By Melissa Joy, CFP®, CDFA® / July 9, 2019

Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts of many. […]

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