Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
During a divorce, most people anticipate that their credit score might temporarily go down a bit. However, some of my divorcing clients experience sustained and significant declines in their credit score. Why does your credit score matter? If you’re planning to refinance an existing mortgage into your name, buy a new house with a reasonable …
Five Tips to Protect Your Credit Score During DivorceRead More
The team at Pearl Planning is proud to announce that its President, Melissa Joy, CFP®, CDFA®, was named to the Investopedia 100 Top Financial Advisors of 2022. Melissa was one of three financial planners in Michigan to receive this recognition and she has been named on the list for three consecutive years. The annual Investopedia …
Melissa Joy, CFP®, CDFA®, Named Investopedia Top Financial Advisors of 2022Read More
Click here to watch Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy and how to invest from here. The Summer 2022 webinar features: Current Markets Inflation Is a recession on the way? The US Economy Equity Markets Fixed Income How do …
Summer 2022 Economic Update and Investment Outlook Webinar ReplayRead More
This month, I interviewed my own former spouse David Roessler on my podcast, “Wealthy After Divorce”, which will air on July 21, 2022. Dave is the owner of Divorce Solutions, a Southfield, Michigan based Qualified Domestic Relations Order (QDRO) preparation firm and has over 20 years of experience working in the QDRO minefield. I am …
Is Time Running out on Getting Your Qualified Domestic Relations Order?Read More
Click here to watch Jacki Roessler, Certified Divorce Financial Analyst®️, Melissa Fradenburg, CDFA®️, and Melissa Joy, CFP®️, CDFA®️, Founder of Pearl Planning, discuss best practices for divorce attorneys when dealing with investment assets in a divorce case. If you’re confused by all the new investment types found in the average client’s portfolio, you’re not alone. …
Although most professionals understand the need for advice that’s specifically geared to the financial issues in divorce, occasionally, a potential client asks me why they need a Certified Divorce Financial Analyst (CDFA). When so much money is already being spent on legal fees, does the average divorcing client need a specialized financial expert? The reality …
