Lifestyle

woman and girl by the sea

Why the New Little Women Offers Great Financial Lessons for Your Daughters

By Melissa Joy, CFP®, CDFA® / January 8, 2020

Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. […]

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Metal heart with stethoscope

Health & Wealth

By Melissa Joy, CFP®, CDFA® / October 28, 2019

Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: […]

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road with autumn trees

Our Favorite Dexter Fall Traditions

By Melissa Joy, CFP®, CDFA® / September 25, 2019

The air is crisp and this week we are welcoming the first official days of fall! We’re fortunate to live in a community where fall traditions are abundant. Here are […]

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soccer ball on field

US Women’s World Cup: Investing and Life Lessons

By Melissa Joy, CFP®, CDFA® / July 9, 2019

Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts of many. […]

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canoe on a lake with forest and clear blue sky

Summer Memories & Why They Matter to Your Financial Plan

By Melissa Joy, CFP®, CDFA® / October 2, 2018

It’s Labor Day weekend, Sunday to be specific. I’m sitting on our pontoon boat. My son and his friend are hopping into the lake while intermittently requesting music. My daughter […]

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