Financial Planning

Remembering Uncle Jack: Living in the Moment While Taking Care of Your Future

By Melissa Joy, CFP®, CDFA® / May 4, 2020

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 […]

Businesswoman holding and putting lightbulb on coins stack on table for saving energy and money concept

Now is the right time for a financial plan

By Melissa Joy, CFP®, CDFA® / April 15, 2020

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 […]

Hand flipping wooden cubes for change wording" Panic " to " Calm". Mindset is important for human development

Financial Wellness in a Bear Market

By Melissa Joy, CFP®, CDFA® / April 13, 2020

Melissa Joy, CFP®, CDFA® and Lindsay Bryan-Podvin, Financial Therapist discuss how to keep perspective in this challenging market environment. Lindsay is the state of Michigan’s first financial therapist. In addition […]

capital building with clouds in the background

CARES Act Resource Guide

By Melissa Joy, CFP®, CDFA® / April 3, 2020

Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under […]

Managing Your Money Through Uncertainty

By Melissa Joy, CFP®, CDFA® / March 31, 2020

In the age of Covid-19, financial realities are warped and a triage mentality may be necessary. How can you deal with financial uncertainty? This webinar will help you understand. Additional […]

Why the New Little Women Offers Great Financial Lessons for Your Daughters

By Melissa Joy, CFP®, CDFA® / January 8, 2020

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. […]