Financial Planning

Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. Lindsay is the state of Michigan’s first financial therapist. In addition to her [...]

Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. As a financial [...]

In 2020 we’re entering not only a new year but a new decade. It’s the perfect time to hit the reset button and change old habits that haven’t been serving you well. I can’t count how many times [...]

As we approach the close of another year, it’s important to make sure that you have your financial house in order. Use our year end checklist to make a list and check it twice. Then, take a look [...]

  Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping on credit [...]

Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial [...]

Our October webinar focused on Year-End Financial Planning. The presentation covered topics including investment review, retirement savings & Roth conversions, tax review, and charitable gift [...]

Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: [...]

Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees today. Under [...]

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 [...]