Financial Planning

August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest [...]

Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in [...]

Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and net worth doesn’t [...]

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.  

We’re nearing the midway point of the calendar year and the world of investing is creating new narratives with each passing day. Here are five themes on markets and financial planning we’re [...]

Our May webinar focused on College Savings. The presentation covered topics including College Costs and Future Projections, Savings Strategies for College, Financial Aid & Tax Credits, and [...]

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 [...]

Our April webinar focused on ESG Investing. The presentation covered topics including what is ESG Investing, the value of ESG Investing to the Investor and methods to incorporate ESG Investing [...]

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 [...]

Giving Tuesday is NOVEMBER 27th this year. Each year at this time, I post 10 practical financial planning considerations for your charitable endeavors updated from years’ past.  New tax law [...]