Money Mindset

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® / August 9, 2024

Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of […]

By Melissa Joy, CFP®, CDFA® / May 25, 2023

How to Manage Your Finances in the Face of Uncertainty What is the debt ceiling and how does it impact […]

By Melissa Joy, CFP®, CDFA® / March 31, 2020

In the age of Covid-19, financial realities are warped and a triage mentality may be necessary. How can you deal […]

By Melissa Joy, CFP®, CDFA® / January 22, 2020

Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. Lindsay is the […]