Melissa Joy, CFP(R) founder of Pearl Planning and Melissa Fradenburg, Pearl Planning Financial Advisor will be covering the topic of Retirement Readiness in this informative Webinar. The presentation covers topics including: The knowledge gap A Financial Planning perspective on retirement Retirement spending strategies The benefits of working with a financial planner The foregoing information has …
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Summer Investment Update
Melissa Joy, CFP® and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy this summer and how to invest from here. This webinar features: Market Update for halfway Point Covid Reality A look at the US economy and stock markets 10 Things Investors Should Remember Required Disclosure: For more information about Melissa Joy …
Important Financial Considerations for Michigan No-Fault Insurance Reform
How do you make decisions with the Michigan auto insurance changes taking place this summer? You need to consider your personal circumstances and risks as you make decisions based on the new law. Content of Video On July 1, 2020, the Michigan No-Fault Insurance changes are taking effect as were passed in 2018. With these changes comes …
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Melissa Joy Guest on “Financial Finesse” Podcast
Melissa Joy recently joined financial planner Cathy Curtis to discuss how a comprehensive financial planner works with clients and the value of independent financial advice. Cathy is a friend of Melissa’s and a financial planner located in Oakland, California. This is a great way to learn what financial planning looks like. Included: – Why having …
Economic Update & Investment Outlook Webinar
Why is the market so good while the economy is so bad? Melissa Joy, CFP® and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy this summer and how to invest from here. This webinar features: • Guidelines for reopening and economic recovery • Updates on treatments and vaccines • A look at …
Brave-by-Design Episode 22: Empowering Women’s Financial Future
Melissa Fradenburg had the honor to be a guest on the Brave-by-Design Podcast with Laura Khalil. Brave by Design combines mindset and actionable strategy to address what’s blocking your personal and professional growth so you can rise and thrive. Hear from business experts, thought leaders, and more on how to live well and lead well. Melissa …
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5 Predictions for Our Post-Coronavirus Future
It turns out pandemics wear you out. This “new normal” is starting to feel like “normal-normal”, but it’s not the day-to-day that I would choose for myself, or any of us. Countless friends and clients have lost their job or been severely impacted by shutdowns and stay at home. Pundits argue. Through all of this, …
Remembering Uncle Jack: Living in the Moment While Taking Care of Your Future
This week marks a somber anniversary for my family. Last year, Jack Birdwell died unexpectedly. He was my mom’s youngest brother and always Uncle Jack to me. Jack was larger than life. Jack was the youngest child of a post-World War II Texas family. He settled down in Oklahoma, married the love of is life, …
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