Retirement

Find Your Best U of M Retirement Strategy

By Melissa Joy, CFP®, CDFA® / October 7, 2024

Retirement planning has more nuances than most people realize. 😳 Do you know whether you’re under or over-contributing to your […]

By Melissa Joy, CFP®, CDFA® / August 26, 2024

When it comes to retiring early (like in your 50s!), the first question I often hear is, “Where will my […]

By Melissa Joy, CFP®, CDFA® / August 19, 2024

Dreaming of retiring in your 50s? Walking away from your company’s health insurance can be a major roadblock ⛔️. Finding […]

By Lucy Valandra / August 16, 2024

If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is […]

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® / August 5, 2024

When do you picture yourself retiring? Wouldn’t it be nice if it was sooner than you think? Don’t write off […]