Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: sleep, time, and worth. This is available on demand and shareable with friends or family. If you missed our webinar, no problem, we’ve got a …
Archives for October 2019
Will My Michigan Pension be Taxed?
Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees today. Under this law, your taxation is divided up based upon your birth year (Source: Michigan.gov website): Born before 1946: Your pension is not taxed …
The ABC’s Of Social Security & Medicare: Webinar Recap
Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions to consider. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar. If you missed our webinar, no problem, we’ve got a …
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