Financial Planning

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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 […]

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Managing your money through uncertainty

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 […]

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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. […]

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2020 candles on a pink background with glitter

New Year, New You— Maybe Not?

By Melissa Joy, CFP®, CDFA® / December 26, 2019

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 […]

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Make Good Decisions With Your Inheritance: Webinar Recap

By Melissa Joy, CFP®, CDFA® / November 19, 2019

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 results after an […]

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2019 Year-End Financial Planning & Tax Strategies: Webinar Recap

By Melissa Joy, CFP®, CDFA® / November 19, 2019

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 decisions. Melissa Joy CFP® founder […]

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