Month: November 2019
Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping […]
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Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial results after an […]
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Our October webinar focused on Year-End Financial Planning. The presentation covered topics including investment review, retirement savings & Roth conversions, tax review, and charitable gift decisions. Melissa Joy CFP® founder […]
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