Lifestyle

How to Handle Financial Transparency in Relationships

By Melissa Joy, CFP® / September 16, 2024

Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a tricky topic for many couples. 💡  The Avoidance Trap Money […]

Our Method for Better Communication and Stronger Relationships

By Melissa Joy, CFP® / September 9, 2024

How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a […]

How to Plan For a Retirement That Fits Your Lifestyle

By Melissa Joy, CFP® / August 12, 2024

You think you have enough money to retire in your 50s? If that’s your dream, let’s talk about reality. I have this conversation all the time, and I’m not saying […]

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