Do you know how much you need to save for retirement? What considerations go into creating a financial plan? In this episode Melissa Joy, CFP, ® and Melissa Fradenburg, AIF, ® break down many factors that go into retirement planning and your specific financial plan.
Resources:
- Learn more about Pearl Planning.
- Read Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year.
- Listen to Episode 150: What the Secure Act 2.0 Means for Your Retirement
- Sign up for our Retirement Readiness Webinar.
- Watch our 2023 Economic Update and Investment Outlook Replay.
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.
Episode 153: Surviving a Layoff: Your Financial Checklist for Moving Forward