Financial Planning
From an early age, I’ve always had a passion for setting and achieving big goals. My journey into financial planning started with a middle school stock club, where I […]
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You’re probably not thinking about mental health when you think about money. The two topics aren’t traditionally associated with each other- but that’s changing. ☹️ Money Is Emotional Money is […]
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Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a tricky topic for many couples. 💡 The Avoidance Trap Money […]
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How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a […]
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Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]
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Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? […]
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