What if the back-to-school season wasn’t just a time of frantic shopping and schedule juggling, but also an opportunity for a financial reset? Melissa Fradenburg discusses how this transitional period can be used as a stepping stone towards financial wellness, offering insights on re-evaluating your financial status and achieving your goals. We tackle a range of topics, from checking up on your retirement savings and credit score, to rethinking your spending habits and debt payment strategies. We also dive into the subject of open enrollment, tax withholding, and how to make the most out of your work benefits. So, if the back-to-school season has you worried about your finances, tune in for some practical advice on turning this hectic time into a path towards better financial health.
Turning the Back-to-School Season into a Financial Reset – Resources:
- Learn more about Melissa Fradenburg, AIF® and Pearl Planning .
- Listen to Episode 140: Making the Most of Your Employee Benefits with Melissa Joy
- Listen to Episode 167: Demystifying Credit Scores with Melissa Fradenburg
- Register for our Year-End Planning 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.