Financial Planning

Woman sitting at the boardwalk

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 […]

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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 […]

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