by Joyce Streithorst | Feb 27, 2026 | Blogs, Couples, Families, Financial Planning, In The News, Newsletter
What to Review in February to Start the Year Strong February is the perfect time for a quick financial reset. Ask yourself: Are you confident your credit report is accurate? Is your budget actually working — or quietly leaking money? Do you have 3–6 months of expenses...
by Joyce Streithorst | Feb 26, 2026 | Blogs, Couples, Families, Financial Planning, Newsletter
Is it worth the additional expense? Your tickets are booked, your bags are packed and all that’s left to do is count down the days until you head off on that dream trip you’ve been looking forward to. If you worked with a travel agent in planning your trip, it’s...
by Joyce Streithorst | Jan 29, 2026 | Blogs, Financial Planning, In The News, Newsletter
The Time to Get Ready is Now Last week, a severe winter storm brought heavy snow, sleet, and freezing rain to hundreds of millions of Americans and nearly one million were left without power as of Sunday, January 25th. As of this writing, “dangerously cold air”...
by Joyce Streithorst | Sep 30, 2025 | Blogs, Financial Planning, In The News, Newsletter
What You Need to Know About Safeguarding Your Accounts The FBI and the United States Postal Inspection Service (USPIS) recently issued a public service announcement warning that mail theft-related check fraud is on the rise. Criminals get their hands on legitimate...
by Joyce Streithorst | Aug 29, 2025 | Blogs, Couples, Estate Planning, Families, Financial Planning, Medical Diagnosis Planning, Newsletter, Seniors
What is important to you? Maybe you completed the forms for your advance directives a while back and filed them safely away with the rest of your estate planning documents. You know they are there if you need them but haven’t reviewed them recently. How long ago...
