Retirement

health insurance options for retirement

Health Insurance Options For Retirement

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 the right health insurance can be a scary proposition because […]

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Unlocking the power of Roth IRAs with Lucy Valandra, CFP

Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®

By Melissa Joy, CFP®, CDFA® / 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 a special type of individual retirement account that offers unique […]

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how to plan for a retirement that fits your lifestyle

How to Plan For a Retirement That Fits Your Lifestyle

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 have this conversation all the time, and I’m not saying […]

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Thinking about retiring comfortably in your 50s?

Thinking About Retiring Comfortably In Your 50s?

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 the idea. 🌟 It could be possible! 🌟 Many people […]

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Why Reviewing Your Beneficiaries Matters

By Melissa Joy, CFP®, CDFA® / July 30, 2024

As you plan for your financial future, you’ve likely considered various aspects such as savings, investments, and insurance. However, one crucial yet often overlooked aspect of financial planning is reviewing […]

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Are you a super saver for retirement?

Are You a “Super Saver” for Retirement?

By Melissa Joy, CFP®, CDFA® / July 22, 2024

If you’ve been laser-focused on saving since your 20s, opened a Roth IRA early and you’ve stayed committed to saving every step of the way … you’re officially a 🌟 […]

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