There is no excerpt because this is a protected post.
Protected: Avoiding QDRO Traps for Divorce AttorneysRead More
// by Melissa Joy, CFP®, CDFA®
There is no excerpt because this is a protected post.
Protected: Avoiding QDRO Traps for Divorce AttorneysRead More
// by Melissa Joy, CFP®, CDFA®
Teaching kids about the value of money is an important life lesson that can help them develop good financial habits in the long run. It’s never too early to start teaching your kids about money and its value. In this episode, Melissa Fradenburg, AIF, ® shares three tips to help you get started. By helping …
// by Melissa Joy, CFP®, CDFA®
In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. Thinking about becoming a snowbird? Not sure where to start? Take a …
Episode 160: Considerations When Buying a Second HomeRead More
// by Melissa Joy, CFP®, CDFA®
Bank failures can be a scary and concerning prospect for the public, but it is important to understand what they are, why they happen and what you can do to protect yourself. What they are – why they happen In the last year, the Federal Reserve has been increasing interest rates at the fastest pace …
When Banks Fail: Understanding the Causes and Consequences of Bank FailuresRead More
// by Melissa Joy, CFP®, CDFA®
Are you nervous about the recent bank failures? Bank failures are not a common occurrence, but they can have a significant impact on the economy and on individuals who have invested their money in those institutions. It’s important to understand the reasons behind bank failures and how they can affect you. In this episode Melissa …
Episode 159: Bank Failures: Understanding the Causes & ConsequencesRead More
// by Melissa Joy, CFP®, CDFA®
We are so excited to be celebrating International Women’s Day 2023 at Pearl Planning. We decided to celebrate by putting together a video on our Top 10 Tips for Women Investors. Check it out or share with a friend! Melissa Joy, CFP®, CDFA®Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. …