by William Hughes | Mar 12, 2019 | Blog, Divorce Planning
Description Divorce with financial confidence! If you were recently divorced, or it’s soon to be final, this workshop is for you. Attend alone or bring a friend for moral support. This informative workshop will address: How to receive the money awarded in the divorce...
by Melissa Ellis, CFP®, CDFA®, MS | Nov 19, 2018 | Blog, Divorce Planning
The majority of the provisions in the Tax Cuts and Jobs Act of 2017 (TCJA) are scheduled to sunset in 2025. Until then, you have an opportunity to use the provisions to your advantage, as long as you know what those advantages might be for you. In some cases, you...
by Melissa Ellis, CFP®, CDFA®, MS | May 21, 2018 | Blog, College Funding, Women & Wealth
The title of this post may sound like an oxymoron, but in reality, there are circumstances in which the more affluent members of our society may qualify for need-based scholarships. Many parents assume they earn too much money and pay the “sticker price” for the best...
by Melissa Ellis, CFP®, CDFA®, MS | Apr 23, 2018 | Blog, College Funding, Women & Wealth
I’m writing this as I await the arrival of another grandson, which made me ponder how money management will become an even more important part of his parents’ lives. Now with two college educations to save for, while also saving for the new home they are currently...
by Melissa Ellis, CFP®, CDFA®, MS | Jan 22, 2018 | Blog, Divorce Planning, Women & Wealth
Money Tips for Single Women By Melissa Ellis MS, CFP®, CDFA® If you’re divorced or separated, money management will become an important part of your life. While it may be true that money can’t buy or ensure happiness, your ability to manage your finances can play a...
by Melissa Ellis, CFP®, CDFA®, MS | Oct 30, 2017 | Blog, Women & Wealth
This is an academic research paper written as part of my M.S. in Personal Financial Planning degree program. It discusses how the effect of leaving and re-entering the workforce, in addition to the practice of paying women less, changes the quality of their retirement...
