Lawrence Sprung selected as a Founding Member of the Investopedia Advisor Council
While serving our clients is undoubtedly one of our greatest JOYs, once in a while something happens that simply makes our JOY overflow We are overJOYed to share that our Founder and Wealth Advisor, Lawrence Sprung, CFP® has been selected as a Founding Member of the Investopedia Advisor Cou …
JOYful Finances for Couples
Whether you already have frequent money conversations with your partner, or you both avoid the topic at all costs, navigating a big financial conversation with your partner can start with our helpful JOYful Finances for Couples Checklist. The checklist is designed to foster open communicati …
Managing Money in a Relationship
Money talk doesn’t come to all couples naturally. Some people grow up in a household where talking about finances was avoided or discouraged. Others grow up having open, honest discussions about money. For some couples, this causes an “oil and water” situation of mismanaging money together. …
Let joy guide your financial future!
When most people—financial advisors and consumers alike—think about personal financial planning, the first thing that comes to mind is money. Numbers. Dollar signs. Budgets. Investments.
The JOY and Productivity Journal
What did you do today that brought you joy and put you in the right mindset for success? In the hustle and bustle of modern life, finding a balance between productivity and JOY can feel like an impossible task. But fear not!
When Should I Start Collecting Social Security?
Deciding when to start collecting Social Security is one of the most crucial financial decisions you will make as you approach retirement. It’s not just about choosing an age but about understanding how that choice will impact your financial well-being for the rest of your life. This decisi …
Checklist for Gathering Tax Documents
Doing your taxes might not be enJOYable but being more organized can make the process less painful.
2024 Plan Limits for 401ks and IRAs
We are all more responsible than ever to save for our retirements. With this great responsibility comes the need to understand how much you can contribute to your plans and the benefits. Every year, usually in November, the IRS announces the changes for the coming year. This requires that y …
You’re Engaged – Now What?
Now that you’re starting this exciting new chapter together it is important to dive into discussing your finances. Being on the same page about finances can help strengthen a relationship, set goals as a couple, and avoid disagreements in the future. Download Guide
Preparing for Your Bundle of JOY
Wondering how to prepare financially for a new baby? Check out our complimentary “Preparing for Your Bundle of Joy” checklist, full of financial advice for new parents to help you get ready for your bundle of JOY. Download the Checklist
