In this episode, Melissa Fradenburg discusses one of the most common things holding people back in their financial lives: procrastination. Do you have credit card debt you have been ignoring? Have you been meaning to start or increase your contributions to a company retirement plan? Do you have an account somewhere but are not sure how it is currently invested or how to access statements? Melissa shares a Twitter post she found interesting and hopes it will inspire you to act now and stop letting financial chores haunt you.
- Learn more about Melissa Fradenburg and Pearl Planning.
- Calculate how to pay down your credit card debt HERE.
- Read this article, 401K Rollover IRA Guide, by Arielle O’Shea, to figure out how to roll over an old plan.
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.