Melissa Myers, CFP®

(231) 733-1166

The Key to Your Financial Future

The key to your financial future is that you do more than think about your money.  You need to make decisions about your money.

TODAY. 

Procrastination is the enemy of wealth.  Every day you wait, could be hurting your financial future.

Are you at all concerned about:

  • Building and managing your wealth?
  • Running out of money in retirement?
  • Being able to maintain your lifestyle?
  • Overspending?
  • The suitability of your investments?
  • The financial responsibility of caring for loved ones now or in the future?
  • Leaving a financial legacy?
  • Missed opportunities?
  • Making and repeating your money mistakes?
  • Paying more than your fair share of taxes?
  • Becoming a burden on your family?

 If you answered "yes" to even one of these questions, contact Melissa Myers, CFP® today or simply schedule your free call.

Plan.  Implement.  Manage.




 

Helpful Content

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Surprises

Making the most of surprises is a great reason to work with us.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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