The air is crisp and this week we are welcoming the first official days of fall! We’re fortunate to live in a community where fall traditions are abundant. Here are our favorite seasonal pastimes. Dexter Cider Mill is family owned and has been open since 1886. Visit Wednesday through Sunday from 8 to 5 for…
Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of Boomer Health Group on changes to 2020 Medicare, what decisions you should make at age 65, and annual enrollment best practices. This is available on…
Our August webinar focused on a widow’s guide to financial decisions. The presentation covered topics including widowhood as a transition, stages of widowhood, Now-Soon-Later, financial checklists for widows, and the elements of a successful financial planner relationship. Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If you missed our webinar,…
August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest rates. What’s going on in the market this month? It’s a normal, or even appropriate, response to feel anxious or concerned when investments pull back….
Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in the meantime, here are some potential impacts to consider. Delayed Required Minimum Distribution Many of you may be familiar with…
Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and net worth doesn’t define personal worth. Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If you missed our webinar, no…