Insurance

Why Reviewing Your Beneficiaries Matters

By Melissa Joy, CFP®, CDFA® / July 30, 2024

As you plan for your financial future, you’ve likely considered various aspects such as savings, investments, and insurance. However, one crucial yet often overlooked aspect of financial planning is reviewing […]

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Taking Care of Long-Term Care

By Alexa Kane, CFP®, CDFA® / October 4, 2023

Long-term care is a crucial consideration of financial planning that most individuals will need as they age or face various health challenges.  The need for extended care and decisions surrounding […]

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What Issues Should I Consider When Dealing with High Inflation?

What Issues Should I Consider When Dealing With High Inflation?

By Melissa Joy, CFP®, CDFA® / August 12, 2022

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our […]

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hand writing Medicare

[WEBINAR] Medicare 2021: What you need to know

By Melissa Joy, CFP®, CDFA® / October 27, 2020

Speakers Melissa Joy and Joanne Giardini-Russell While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. In this informative […]

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Highway with cars

Important Financial Considerations for Michigan No-Fault Insurance Reform

By Melissa Joy, CFP®, CDFA® / June 30, 2020

How do you make decisions with the Michigan auto insurance changes taking place this summer? You need to consider your personal circumstances and risks as you make decisions based on […]

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ABC on chalkboard with books and chalk

The ABC’s Of Social Security & Medicare: Webinar Recap

By Melissa Joy, CFP®, CDFA® / October 10, 2019

Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions […]

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