Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts of many. Their determination and bravado will be long remembered, and I think there are some investing, financial planning and life lessons that go hand in hand…
Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax costs when investing. Melissa Joy CFP® founder of Pearl Planning presented this 24- minute informative webinar. If you missed our webinar, no problem, we’ve got…
Melissa was recently a guest on the Money Savage podcast with George Grombacher. They discussed the keys to financial confidence. Click below to listen in.
In April, Melissa Joy was a guest on the “Fresh Off the Vine” podcast. Fresh Off the Vine is a podcast hosted by Karen Coyne, CFP®, who happens to be a friend of Melissa’s and fellow member of the Raymond James Women’s Advisors Council. On the 35- minute episode, Karen and Melissa discuss their path…
Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up this tax season. Review this list for actionable steps to take to improve your tax circumstances and be prepared for next year! Share your 2018…
Source: Google Dictionary There are some things my Texas family will never understand, and my willingness to voluntarily live through Michigan winters is one of them. I remember the first winter coat I brought to University of Michigan as a freshman in college. It had enough down for a flock of geese. Nowadays, 30 degrees…