The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build out and climate policy. While it is likely that the proposal will be modified and adjusted in the upcoming weeks, we have put together a guide to help you prepare for …
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2021 Summer Economic Update and Investment Outlook [WEBINAR REPLAY]
![2021 Summer Economic Update and Investment Outlook [WEBINAR REPLAY]](https://pearlplan.com/wp-content/uploads/2021/08/summereconomicblogpost-copy.jpg)
Melissa Joy, CFP®, Alexa Kane, CFP®, and Melissa Fradenburg, Pearl Planning financial advisor, RJFS will update you on the economy and how to invest from here. This webinar features: The Economy & The US Consumer, Inflation & Fed Policy, Why we like Equities Government Policy, Potential Headwinds Long-Term Investing vs Speculation
2021 Summer Economic Update and Investment Outlook [WEBINAR REPLAY]Read More
The Money Smart Charitable Giving Webinar REPLAY
In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts & Jobs Act (2018), Secure Act (2019) and CARES Act + Stimulus (2020-21) have changed some rules on giving. They will address how a Donor …
Women We Love Wednesday- Episode 20 Guest Melissa Fradenburg
Episode 20: Financial Advisor Melissa Fradenburg on Achieving Financial Independence, Claiming What’s Yours, and Handling Life’s Transitions Melissa Fradenburg is a wife, a mom of two, and a financial advisor at Pearl Planning who specializes in helping women figure out their finances at any stage in their life. She wants women to be less scared …
Women We Love Wednesday- Episode 20 Guest Melissa FradenburgRead More
You’ve Inherited, Now What?
Melissa Joy, CFP®, founder of Pearl Planning, along with Melissa Fradenburg, Pearl Planning financial advisor, RJFS will discuss what to do when you have inherited assets. This webinar features: What is an inheritance? Strategies to increase savings and financial results after an inheritance Potential uses of a financial inheritance Issues to consider if a parent …
How to Do a Backdoor Roth IRA Contribution
Roth assets are treasured for their tax-exempt status, but many Americans with high incomes are phased out from Roth IRA contributions due to income limits. Fortunately, an alternative strategy known as the Backdoor Roth IRA can expand the accessibility of Roth IRA contributions if you have passed Roth contribution income thresholds. What is a Backdoor …