Month: August 2019

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2020 Medicare: What you need to know

By Melissa Joy, CFP®, CDFA® / August 26, 2019

Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of […]

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Webinar Recap: When Tragedy Strikes: A Widows Guide To Financial Decisions

By Melissa Joy, CFP®, CDFA® / August 23, 2019

Our August webinar focused on a widow’s guide to financial decisions. The presentation covered topics including widowhood as a transition, stages of widowhood, Now-Soon-Later, financial checklists for widows, and the […]

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August 2019 Investment Update: Muddling Through a Temperamental Market

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

August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest […]

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