Month: October 2019

Metal heart with stethoscope

Health & Wealth

By Melissa Joy, CFP®, CDFA® / October 28, 2019

Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: […]

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Will My Michigan Pension be Taxed?

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

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees […]

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The ABC’s Of Social Security & Medicare: Webinar Recap

By Melissa Joy, CFP®, CDFA® / October 10, 2019

Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions […]

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