Month: December 2021

Making the Most of Charitable Giving with a Donor Advised Fund

By Melissa Joy, CFP®, CDFA® / December 30, 2021

This time of year, many of us begin thinking about how we can help the causes closest to our hearts. It is the season of giving after all! When making […]

5 Smart Holiday Spending Tips

By Melissa Joy, CFP®, CDFA® / December 7, 2021

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 […]

Am I Eligible for a Mega Backdoor Roth IRA Contribution?

By Melissa Joy, CFP®, CDFA® / December 2, 2021

In previous posts, we have discussed Roth conversions being a potential option when you have phased out of the contribution limits for a Roth IRA. Today, we will be discussing […]