Budgeting

What Issues Should I Consider When Dealing with High Inflation?

What Issues Should I Consider When Dealing With High Inflation?

By Melissa Joy, CFP®, CDFA® / August 12, 2022

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time […]

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woman wearing a santa hat

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 […]

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holiday gift bags

4 Tips on Holiday Budgeting for a Less Stressful New Year

By Melissa Joy, CFP®, CDFA® / November 27, 2019

Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in […]

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