Remembering Uncle Jack: Living in the Moment While Taking Care of Your Future

Uncle Jack in an outdoor cart

This week marks a somber anniversary for my family. Last year, Jack Birdwell died unexpectedly. He was my mom’s youngest brother and always Uncle Jack to me. Jack was larger than life. Jack was the youngest child of a post-World War II Texas family. He settled down in Oklahoma, married the love of is life,…

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Webinar Recap: Virtual Meditation Transforming Fear into Freedom

Woman meditating with a lake and mountains in the background

In a time of uncertainty, self-care is critical. This guided meditation uses the RAIN method to focus on anxiety and turn fear into freedom.   Any opinions are those of Melissa Joy and not necessarily those of Raymond James. Please note, changes in tax laws may occur at any time and could have a substantial…

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Now is the right time for a financial plan

Businesswoman holding and putting lightbulb on coins stack on table for saving energy and money concept

I can’t tell you how often I talk to people who know they want financial planning but are waiting until the perfect moment to get started. Now, with a new bear market and massive economic uncertainty, people are doubling down on that intention. I know I need to work on my finances…soon, just not now….

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Financial Wellness in a Bear Market

Hand flipping wooden cubes for change wording" Panic " to " Calm". Mindset is important for human development

Melissa Joy, CFP®, CDFA® and Lindsay Bryan-Podvin, Financial Therapist discuss how to keep perspective in this challenging market environment. Lindsay is the state of Michigan’s first financial therapist. In addition to her practice helping high-earning couples, especially those with breadwinner women, in two to one therapy, Lindsay is publishing a book on financial anxiety (Financial…

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CARES Act Resource Guide

capital building with clouds in the background

  Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under age 17. There is a phaseout for incomes above the thresholds. Determination of eligibility will be made based upon your most recent tax return filed,…

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What Bear Markets Have Taught Me

brown bear in the woods

Mama said there’d be days like this, and I do feel fortunate to have seen a few of them. We officially entered bear market territory today following the coronavirus pandemic and related economic circumstances. Notably, this is the third bear market of my 21-year financial services career. As I collected my thoughts and talking points…

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