Financial Planning

Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over [...]

The air is crisp and this week we are welcoming the first official days of fall! We’re fortunate to live in a community where fall traditions are abundant. Here are our favorite seasonal [...]

Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of [...]

Our August webinar focused on a widow’s guide to financial decisions. The presentation covered topics including widowhood as a transition, stages of widowhood, Now-Soon-Later, financial [...]

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 [...]