Month: November 2024

2025 & Beyond: Your Post Election Investment & Economic Perspective

By Melissa Joy, CFP® / November 8, 2024

As we turn the corner from the election season that dominated the 2024 news cycle, we have results and perspective for what’s next when it comes to investments and the […]

All About FSAs with Alexa Kane, CFP®, CDFA®, AIF®

By Alexa Kane, CFP® / November 6, 2024

My company offers a Flexible Spending Account. What even is that? Flexible Spending Accounts, or FSAs are tax-advantaged accounts that you can use to pay for eligible expenses like medical […]

Navigating College Scholarships and Funding

By Melissa Joy, CFP® / November 4, 2024

🎓 Have you always thought scholarships were just for the elite? Think again! Many people believe college scholarships are exclusively for top athletes and academic superstars. The truth is that […]

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