Lifestyle

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 […]

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 […]

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 […]

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 […]

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 […]

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, […]