Investments
Retirement accounts (including 401, 403b, 457, TSA, and IRA investors) have been ravaged by coronavirus market turmoil. Now, American workers are desperate to know how to manage their 401k effectively […]
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Melissa Joy, CFP®, CDFA® and Lindsay Bryan-Podvin, Financial Therapist discuss how to keep perspective in this challenging market environment. Lindsay is the state of Michigan’s first financial therapist. In addition […]
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Mama said there’d be days like this, and I do feel fortunate to have seen a few of them. We officially entered bear market territory today following the coronavirus pandemic […]
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Coronavirus concerns have ended the 11-year bull market. This 20-minute video covers what we know right now about the market with actionable steps for response. The information contained in this […]
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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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