Estate Planning & Preservation

CONNECT

Address:

218 S. Putnam
Williamston, MI 48895

Phone:

1-888-655-7879

Fax/Other:

1-517-655-7881

In the Media

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

By: Lance Cothern - October 16, 2018

"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

By: McCall Robison - September 21, 2018

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

By: Mia Taylor - September 6, 2018

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

By: Maryalene LaPonsie - August 10, 2018

 "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

By: Brian O'Connell - July 3, 2018

“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

By: Brian O'Connell - May 31, 2018

"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

By: Maryalene LaPonsie - May 25, 2018

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

By: Rachel Hartman - April 18, 2018

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

By: Rachel Hartman - March 14, 2018

 “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

By: Maryalene LaPonsie - March 1, 2018

"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

By: Aja McClanahan - February 19, 2018

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

By: Brian O'Connell - February 2, 2018

"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

By: Maryalene LaPonsie - December 8, 2018

"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

By: Geoff Williams - December 1, 2017

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

By: Mia Taylor - August 22, 2017

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

By: Laura Woods - June 19, 2017

"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

By: Dawn Papendrea - May 10, 2017

“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

By: Rebecca Lake - May 4, 2017

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?

By: Rebecca Lake - April 25, 2017

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...

 

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Check the background of this financial professional on FINRA's BrokerCheck