Lifestyle

Don't Let Money Talk ruin your relationship

How to Handle Financial Transparency in Relationships

By Melissa Joy, CFP®, CDFA® / September 16, 2024

Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a tricky topic for many couples. 💡  The Avoidance Trap Money […]

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Rule of Communication

Our Method for Better Communication and Stronger Relationships

By Melissa Joy, CFP®, CDFA® / September 9, 2024

How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a […]

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how to plan for a retirement that fits your lifestyle

How to Plan For a Retirement That Fits Your Lifestyle

By Melissa Joy, CFP®, CDFA® / August 12, 2024

You think you have enough money to retire in your 50s? If that’s your dream, let’s talk about reality. I have this conversation all the time, and I’m not saying […]

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Crystal Ball Close-up with nature

5 Predictions for Our Post-Coronavirus Future

By Melissa Joy, CFP®, CDFA® / May 21, 2020

It turns out pandemics wear you out. This “new normal” is starting to feel like “normal-normal”, but it’s not the day-to-day that I would choose for myself, or any of […]

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Uncle Jack in an outdoor cart

Remembering Uncle Jack: Living in the Moment While Taking Care of Your Future

By Melissa Joy, CFP®, CDFA® / May 4, 2020

This week marks a somber anniversary for my family. Last year, Jack Birdwell died unexpectedly. He was my mom’s youngest brother and always Uncle Jack to me. Jack was larger […]

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old suitcase with a camera on top

2020 Travel Planning

By Melissa Joy, CFP®, CDFA® / February 10, 2020

Melissa Joy sat down with Beth Johnston from Orenda Travel to discuss 2020 travel trends. We cover destinations, budgeting, planning, multi-generational travel, and some of our favorite themes. Our video is […]

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