Month: April 2020

hand cupping an egg with 401K written on it

What Should I Do with My 401k Right Now?

By Melissa Joy, CFP®, CDFA® / April 30, 2020

Retirement accounts (including 401, 403b, 457, TSA, and IRA investors) have been ravaged by coronavirus market turmoil. Now, American workers are desperate to know how to manage their 401k effectively […]

Businesswoman holding and putting lightbulb on coins stack on table for saving energy and money concept

Now is the right time for a financial plan

By Melissa Joy, CFP®, CDFA® / April 15, 2020

I can’t tell you how often I talk to people who know they want financial planning but are waiting until the perfect moment to get started. Now, with a new […]

Hand flipping wooden cubes for change wording" Panic " to " Calm". Mindset is important for human development

Financial Wellness in a Bear Market

By Melissa Joy, CFP®, CDFA® / April 13, 2020

Melissa Joy, CFP®, CDFA® and Lindsay Bryan-Podvin, Financial Therapist discuss how to keep perspective in this challenging market environment. Lindsay is the state of Michigan’s first financial therapist. In addition […]

capital building with clouds in the background

CARES Act Resource Guide

By Melissa Joy, CFP®, CDFA® / April 3, 2020

Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under […]