Lifestyle
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 […]
Read MoreHow 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 […]
Read MoreYou 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 […]
Read MoreIt 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 […]
Read MoreThis 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 […]
Read MoreMelissa 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 […]
Read More