Estate Planning & Preservation

Media

Proud to be featured in the following news outlets:

Dawn-Marie Joseph, President and Founder of Estate Planning & Preservation has been featured in a handful of news articles from well-known news outlets, such as U.S. News, Cheapism and Investopedia.
 
Click on the links below to read the full article!

Articles

CreditCards.com: What is the Difference Between Secured and Unsecured Debt?

“Secured debt has something to back it up besides just your name and credit history,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan.

First For Women: 8 Ways to Save Big on Utilities

“You may think you’re saving on energy costs by not running the dishwasher, but in households with two or more people, washing dishes by hand uses almost 10 times more hot water than dishwashers – and heating up all that water also adds to your bill!” – Dawn-Marie Joseph of Estate Planning & Preservation

U.S. News & World Report: 15 Tips for Living Grugally Without Looking Cheap

“From designer clothes to luxury cars, you can buy high-quality goods at a reduced rate simply by opting for secondhand items. “I have a couple ladies who work for me who always look great,” says Dawn-Marie Joseph, president of the financial firm Estate Planning & Preservation in Williamston, Michigan…”

U.S. News & World Report: Most Enjoyable Jobs for Older Workers

“You really should plan to have five years of living expenses in this bucket,” says Dawn-Marie Joseph, president of Estate Planning & Preservation in Williamston, Michigan…”

U.S. News & World Report: 5 Retirement Distribution Strategies That will Make Your Money Last

“You really should plan to have five years of living expenses in this bucket,” says Dawn-Marie Joseph, president of Estate Planning & Preservation in Williamston, Michigan…”

Investopedia.com: Going Back to School: Can I Afford to Go Back to School?

“Going back to school as an adult can be a challenge and very different from when you were in high school,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Mich…”

U.S. News & World Report: How to Do a Frugal February Challenge

“Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan, says she has heard of frugal February – and approves…”

U.S. News & World Report: Do Your Kids Need a Roth IRA?

“If parents or grandparents put money into an IRA, they have to consider the gift rule,” says Dawn-Marie Joseph, president of financial planning firm Estate Planning & Preservation in Williamston, Michigan…”

BestCompany: Experts Share How to Be Frugal with Retirement Savings

“If parents or grandparents put money into an IRA, they have to consider the gift rule,” says Dawn-Marie Joseph, president of financial planning firm Estate Planning & Preservation in Williamston, Michigan…”

The Simple Dollar: How Women Shoppers Can Beat the Pink Tax

“Look at the products you purchase in a different light,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation. “Unisex products will do the job and most of the time at a cheaper price…”

U.S. News & World Report: What You Need to Know About Running a Business in Retirement

“You need to know what you’re getting into,” says Dawn-Marie Joseph, president of Estate Planning & Preservation in Williamston, Michigan…”

GoBankingRates.com: What Is a Savings Bond and How Does It Work?

“Savings bonds could be great savings tools, if they are for the right amount and help you meet your savings goals,” said Dawn-Marie Joseph, founder and president at Estate Planning & Preservation…”

SmartAsset.com: What Consitutes Early Retirement Age?

“Typically, early retirement is defined by when you can take Social Security,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan…”

Bankrate: Savings Mistakes to Avoid at Every Age

“Dawn-Marie Joseph, president and founder of Estate Planning & Preservation in Williamston, Michigan, believes an emergency savings fund is critical at this stage…”

U.S. News & World Report: How to Make a Family Budget

“Each one of you might come to the table with a different priority,” says Dawn-Marie Joseph, president of wealth management firm Estate Planning & Preservation in Williamston, Michigan...

U.S. News & World Report: 5 Benefits of Credit Unions

“A lot of times people think a credit union is safer than a bank,” says Dawn-Marie Joseph, president of wealth management firm Estate Planning & Preservation in Williamston, Michigan.on, Michigan…

U.S. News & World Report: How to Recover After a Period of Unemployment

“Assess that debt and put it into some sort of priority,” advises Dawn-Marie Joseph, owner of advisory firm Estate Planning & Preservation in Williamston, Michigan…

Cheapism.com: No Pension. No 401(k). How to Get By on Social Security

“Assess that debt and put it into some sort of priority,” advises Dawn-Marie Joseph, owner of advisory firm Estate Planning & Preservation in Williamston, Michigan…

Investopedia.com: The Costs of Going Back to School as an Adult

“Going back to school as an adult can be a challenge and very different from when you were in high school,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan. 

U.S. News & World Report: How to Pick Your Second Credit Card

“If you’re not really good at balancing your checkbook, don’t set up automatic payments. It will just cause you grief,” says Dawn-Marie Joseph, president and founder of Estate Planning & Preservation in Michigan…

BestCompany: Experts Share How to Be Frugal With Retirement Savings

This type of thinking can save you hundreds of dollars every year and allow you to still enjoy things that you did while you were working. Remember, you’re retired; you have the time. — Dawn-Marie Joseph, Founder of Estate Planning & Preservation…

The Simple Dollar: Key Conversations You Need to Have Before Retirement

Fears about retirement preparations need to be faced head on, and a financial planner can help, says Dawn-Marie Joseph, founder of Michigan-based Estate Planning & Preservation…

U.S. News & World Report: 10 Ways to Live Frugally Without Looking Cheap

 “I have a couple ladies who work for me who always look great,” says Dawn-Marie Joseph, president of the financial firm Estate Planning & Preservation in Williamston, Michigan…

Experian.com: 86% of Americans Say They’ve Been Broke

“Life situations still happen and can get people bogged down with debt or just plain broke,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation, in Williamston, Mi…

TheStreet: To Easily Get Our of Credit Card Fees and Charges – Just Ask the Right Question

“Getting rid of your maintenance fees is one of the first fees to cut,” says Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Mi…

U.S. News & World Report: 15 Money-Saving Tips for Big Families

Dawn-Marie Joseph, president of Estate Planning & Preservation in Williamston, Michigan, raised five children and knows groceries are a significant expense for large families…

U.S. News & World Report: 7 Myths About Finances in Retirement

Stepping into this new phase of life sparks change for your finances and lifestyle. “It is hard to grasp the concept of not having that paycheck to receive every other week,” says Dawn-Marie Joseph, president and founder of Estate Planning & Preservation in Williamston, Michigan…

U.S. News & World Report: 15 Ways Retirees Can Soak Up Spring for Free

 “Many nature centers throughout the country are free,” says Dawn-Marie Joseph, a financial professional in Williamston, Michigan, who focuses on helping seniors live a life where finances are not a burden…

U.S. News & World Report: 4 Things That Aren’t In Your Credit Score But Should Be

“A lot of times, a land contract or offer to buy won’t show up on a credit report,” says Dawn-Marie Joseph, a financial planner and president of Estate Planning & Preservation in Williamston, Michigan…

Wisebread.com: Why a Deferred Annuity May Be a Smarter Buy Than Long-Term Care Insurance

Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan, explains the problem many people face. “Back in 2000, the cost of long-term care policies doubled, if not tripled, for many policyholders,” she says…

U.S. News & World Report: 7 Great Ways to Earn Extra Cash in Retirement

“You’ll be out with people and you’ll always get a smile after you drop off a beautiful bouquet of flowers,” says Dawn-Marie Joseph, founder of Estate Planning and Preservation, in Williamston, Michigan…

U.S. News & World Report: Retirees, It’s Time to Take Your Own Gap Year

“Senior citizens are using their gap year to do something completely different,” says Dawn-Marie Joseph, president of Estate Planning and Preservation in Williamston, Michigan…

U.S. News & World Report: 5 Behaviors That May Be Hurting Your Retirement

Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan, says that too many people worry about putting out fires now, instead of planning for the raging inferno down the road…

Credit.com: How Changing Due Dates on Your Bills Can Help Shore Up Monthly Finances

In addition, rearranging your bills this way, especially when you’re living on a tight budget, ensures that the bills are a top priority, says Dawn-Marie Joseph, founder of Estate Planning & Preservation

GoBankingRates.com: Senior-Friendly Jobs That Are Perfect for Retirement

“Many seniors have great driving records, so it’s easy on the insurance for the floral company,” said Dawn-Marie Joseph, founder of Estate Planning & Preservation. “Driving or making deliveries for a small company often doesn’t require a special driver’s license…”

CreditCards.com: 8 Ways to Save on Wedding Costs, Avoid Debt

“You can use points to purchase gift cards for stores that carry products and supplies you might need to create the centerpieces for your wedding reception, or to buy bridal party gifts,” says Dawn-Marie Joseph, president of Estate Planning and Preservation, and founder of Williamston is Your Wedding Destination, a group of wedding vendors in Williamston, Michigan…

U.S. News & World Report: Self-Employed? 10 Must-Have Tools to Keep Your Finances Organized

Dawn-Marie Joseph, president of Estate Planning & Preservation in Williamston, Michigan, is partial to her American Express card. She owns several small businesses and says, “I use [it] for everything.” The card categorizes her spending and makes it easy to tally up expenses for budgeting or tax purposes…

U.S. News & World Report: Is It Time to Invest in Inflation-Protect Annuities?

Dawn-Marie Joseph, founder of Estate Planning & Preservation in Williamston, Michigan, advises investors who are considering an inflation-protected annuity to consider how much they’re willing to pay for the security of guaranteed retirement income…