Financial Planning
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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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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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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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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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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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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