Melissa Joy recently joined financial planner Cathy Curtis to discuss how a comprehensive financial planner works with clients and the value of independent financial advice. Cathy is a friend of Melissa’s and a financial planner located in Oakland, California. This is a great way to learn what financial planning looks like. Included: – Why having …
Financial Planning
Brave-by-Design Episode 22: Empowering Women’s Financial Future
Melissa Fradenburg had the honor to be a guest on the Brave-by-Design Podcast with Laura Khalil. Brave by Design combines mindset and actionable strategy to address what’s blocking your personal and professional growth so you can rise and thrive. Hear from business experts, thought leaders, and more on how to live well and lead well. Melissa …
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5 Predictions for Our Post-Coronavirus Future
It turns out pandemics wear you out. This “new normal” is starting to feel like “normal-normal”, but it’s not the day-to-day that I would choose for myself, or any of us. Countless friends and clients have lost their job or been severely impacted by shutdowns and stay at home. Pundits argue. Through all of this, …
Remembering Uncle Jack: Living in the Moment While Taking Care of Your Future
This week marks a somber anniversary for my family. Last year, Jack Birdwell died unexpectedly. He was my mom’s youngest brother and always Uncle Jack to me. Jack was larger than life. Jack was the youngest child of a post-World War II Texas family. He settled down in Oklahoma, married the love of is life, …
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What Should I Do with My 401k Right Now?
Retirement accounts (including 401, 403b, 457, TSA, and IRA investors) have been ravaged by coronavirus market turmoil. Now, American workers are desperate to know how to manage their 401k effectively (SOURCE: What investors search for during COVID-19, Samantha Russell). The answer is not the same for every person. Your circumstances are personal, but here are …
Economic Outlook & CARES ACT
Perspective on the current COVID-19 economic and market environment as it relates to previous market cycles, key provisions of the CARES act, and what recovery from here looks like. Melissa Fradenburg highlights provisions of the new CARES Act fiscal stimulus. • Rebate check details • Unemployment insurance expansion • Student loan relief • Adjustments to …
Webinar Recap: Virtual Meditation Transforming Fear into Freedom
In a time of uncertainty, self-care is critical. This guided meditation uses the RAIN method to focus on anxiety and turn fear into freedom. Any opinions are those of Melissa Joy and not necessarily those of Raymond James. Please note, changes in tax laws may occur at any time and could have a substantial …
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Now is the right time for a financial plan
I can’t tell you how often I talk to people who know they want financial planning but are waiting until the perfect moment to get started. Now, with a new bear market and massive economic uncertainty, people are doubling down on that intention. I know I need to work on my finances…soon, just not now. …