Financial Planning

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. […]

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 […]