Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of Boomer Health Group on changes to 2020 Medicare, what decisions you should make at age 65, and annual enrollment best practices. This is available on …
Archives for August 2019
Webinar Recap: When Tragedy Strikes: A Widows Guide To Financial Decisions
Our August webinar focused on a widow’s guide to financial decisions. The presentation covered topics including widowhood as a transition, stages of widowhood, Now-Soon-Later, financial checklists for widows, and the elements of a successful financial planner relationship. Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If you missed our webinar, …
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August 2019 Investment Update: Muddling Through a Temperamental Market
August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest rates. What’s going on in the market this month? It’s a normal, or even appropriate, response to feel anxious or concerned when investments pull back. …
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