Retirement

Are You a “Starting Late” Saver?

By Melissa Joy, CFP®, CDFA® / July 8, 2024

👩‍💼 Are you feeling way, way behind when it comes to saving for retirement? Don’t worry; you’re not alone. There are 3 categories of savers, and if you fall into […]

When Should You Get Serious About Saving For Retirement?

By Melissa Joy, CFP®, CDFA® / July 1, 2024

As women, we often prioritize everyone else’s needs over our own. Get over it. When it comes to retirement savings, you have to put yourself first. Nodding your head with […]

How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

By Melissa Joy, CFP®, CDFA® / June 18, 2024

Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? […]

2023 Year-End Planning Webinar

By Alexa Kane, CFP®, CDFA® / November 10, 2023

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important […]

Taking Care of Long-Term Care

By Alexa Kane, CFP®, CDFA® / October 4, 2023

Long-term care is a crucial consideration of financial planning that most individuals will need as they age or face various health challenges. The need for extended care and decisions surrounding […]

Am I Eligible for a Mega Backdoor Roth IRA Contribution?

By Melissa Joy, CFP®, CDFA® / December 2, 2021

In previous posts, we have discussed Roth conversions being a potential option when you have phased out of the contribution limits for a Roth IRA. Today, we will be discussing […]