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 …
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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 …
How to Talk to Your Kids About Money
Do you talk to your children about money? In this webinar replay Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisors with Pearl Planning discuss ways to talk to your kids about money and teach them basic finance skills. This advice is most helpful in discussions with kids ages 10 and up through college age.
The 3 Money Conversations to Have With Your Kids
Do you talk openly about money with your kids? I consider myself an open book when it comes to money. If someone compliments me on my shirt, I am likely to tell them where I purchased it and how much I paid. Last week my son asked me how much we make. It caught me …