Episode 45: Legal Documents for Families with Kids with Ashley Waddell Tingstand

December 29, 2020 // By Melissa Joy, CFP®, CDFA®
Episode 45: Legal Documents for Families with Kids with Ashley Waddell Tingstand

In this episode Melissa Joy, CFP® and Ashley Waddell Tingstand, the founder of Treetown Law, PLLC, discuss important legal documents every family should have. As a seasoned attorney, mother, and someone who has experienced sudden loss, Ashley brings a human approach to estate planning for families. You will learn: Why do you need to have…

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Episode 42: Year-End Tax and Financial Planning with Alexa Kane

December 8, 2020 // By Melissa Joy, CFP®, CDFA®
Episode 42: Year-End Tax and Financial Planning with Alexa Kane

In this episode Melissa Fradenburg is joined by Alexa Kane, CFP®, to discuss year-end tax and financial planning steps, specifically for 2020. It has been a crazy year for many, but you still have time to get organized and stay-on-track for your financial goals. We will discuss: Have your goals or circumstances changed & does…

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