Investments

2023 Year-End Planning Webinar

By Alexa Kane, CFP®, CDFA® / November 10, 2023

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important […]

Is Social Security a Good Investment?

By Toni Wander, CPA, CFP®️, CIMA®, CSRIC® / September 25, 2023

Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead. Chris was self-employed […]

Not My First Debt-Ceiling Rodeo

By Melissa Joy, CFP®, CDFA® / May 25, 2023

How to Manage Your Finances in the Face of Uncertainty What is the debt ceiling and how does it impact you today? The United States hit the current $31.4 trillion […]

When Banks Fail: Understanding the Causes and Consequences of Bank Failures

By Melissa Joy, CFP®, CDFA® / March 15, 2023

Bank failures can be a scary and concerning prospect for the public, but it is important to understand what they are, why they happen and what you can do to […]

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 […]

Opening Multiple 529s per Beneficiary: A Guide to Help You Get Started

By Melissa Joy, CFP®, CDFA® / May 26, 2022

529 plans are a strategy that many use to save for a loved one’s college education. Although most people are familiar with the benefits of a 529 plan, there are […]