Click here to watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important tax and financial updates in this informative virtual event. The presentation topics include: · Investment & Market Review · Retirement Savings & Roth …
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2023 Fall Economic Update and Investment Outlook Webinar
Click here to watch our Fall 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Melissa Fradenburg, AIF® and Hannah Near, CPA, CFP®, Pearl Planning financial advisors, update you on the economy and how to invest in 2023. This Investment Outlook Webinar Features: A look at the US Economy Stock Market Inflation Fixed Income …
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Taking Care of Long-Term Care
Long-term care is a crucial consideration of financial planning that most individuals will need as they age or face various health challenges. The need for extended care and decisions surrounding the care can be both emotionally and financially challenging for individuals as well as their families. In this blog we will look at the importance …
Is Social Security a Good Investment?
Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead. Chris was self-employed and had structured his business as an S-Corporation. He could either pay himself a large salary, and maximize the payments into Social Security, or pay …
2023 Summer Economic Update and Investment Outlook Webinar
Click here to watch our Summer 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Melissa Fradenburg, AIF® and Hannah Near, CPA, CFP®, Pearl Planning financial advisors, update you on the economy and how to invest in 2023. This webinar features: A look at the US Economy Stock Market Inflation Fixed Income Geopolitical Risks …
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The Great Divide: Making Splitting Stuff in Divorce a Piece of Cake
Going through a divorce is one of life’s greatest emotional stressors, even when you’re the one who initiated the process. One aspect that often causes significant stress is dividing personal property. As a Certified Divorce Financial Analyst (CDFA), I’ve witnessed firsthand what can happen when emotion takes control. I’ve had clients spend thousands of dollars …
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