Melissa Joy, CFP®

Thinking About Retiring Comfortably In Your 50s?

By Melissa Joy, CFP® / 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 […]

Why Reviewing Your Beneficiaries Matters

By Melissa Joy, CFP® / 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 […]

Are You a “Super Saver” for Retirement?

By Melissa Joy, CFP® / 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 🌟 […]

Are You a “Middle of the Road” Saver?

By Melissa Joy, CFP® / July 15, 2024

Are you feeling unsure about your retirement savings? Don’t worry; you’re not alone. There are 3 categories of savers, and if you fall into the “Middle of the Road” Saver […]

2024 Summer Economic Update (Webinar)

By Melissa Joy, CFP® / July 12, 2024

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]

Are You a “Starting Late” Saver?

By Melissa Joy, CFP® / 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 […]

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