Financial Planning

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 […]

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 […]

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 […]

Health & Wealth

By Melissa Joy, CFP®, CDFA® / October 28, 2019

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: […]

Webinar Recap: When Tragedy Strikes: A Widows Guide To Financial Decisions

By Melissa Joy, CFP®, CDFA® / August 23, 2019

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 checklists for widows, and the […]

canoe on a lake with forest and clear blue sky

Summer Memories & Why They Matter to Your Financial Plan

By Melissa Joy, CFP®, CDFA® / October 2, 2018

It’s Labor Day weekend, Sunday to be specific. I’m sitting on our pontoon boat. My son and his friend are hopping into the lake while intermittently requesting music. My daughter […]