Have you ever fought with your significant other about money? Achieving financial goals as a couple means having conversations and being transparent with each other. In this episode, Melissa Fradenburg, AIF®️, CDFA®️ and Jay Fradenburg, AIF®️ share their professional experience helping couples come together through financial planning as well as their own struggles around financial matters as a married couple.
- Find out more about Pearl Planning.
- Learn more about their Financial Planning process.
- Connect with Jay Fradenburg, AIF®️
- Read Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year.
- Watch the Retirement Readiness Webinar.
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. Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. It should not be assumed that your Pearl Planning account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your Pearl Planning accounts; and, (3) a description of each comparative benchmark/index is available upon request.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.