Do you know how much you need to save for retirement? What considerations go into creating a financial plan? In this episode Melissa Joy, CFP, ® and Melissa Fradenburg, AIF, ® break down many factors that go into retirement planning and your specific financial plan. Resources: Learn more about Pearl Planning. Read Take Control of Your Finances …
Financial Planning
Episode 153: Surviving a Layoff: Your Financial Checklist for Moving Forward
The current job market can be uncertain and layoffs can happen at any moment. If you have recently lost your job, it can be overwhelming to figure out how to move forward financially. In this episode, Melissa Fradenburg, AIF®️ will share her own experience being laid off in 2008 as well a financial checklist, so you can …
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Winter 2023 Economic Update & Investment Outlook Webinar
Click here to watch our Winter 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Melissa Fradenburg, CDFA®, 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 Fed Policy Implications …
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Episode 151: Saving for the Future: A Guide to Opening a Roth IRA for Children
Have you thought about opening a Roth IRA for your child? A Custodial Roth IRA can be a great way to start saving for a child’s future, but it’s important to understand the tax implications and the income requirements before opening an account. In this episode, Melissa Fradenburg, AIF, ® discusses how a Custodial Roth IRA allows …
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Take Control of Your Finances in 2023: 10 Actionable Tips for a Secure and Prosperous New Year
It’s January, and you’re likely motivated to start the year off right. This is a great time to take stock of your financial situation and plan for the year ahead. Here are 10 actionable tips to help you take control of your finances and set yourself up for a secure and prosperous 2023. Download the …
Episode 148: Career Pivots for Financial Success with Laura Khalil
Have you recently been laid off? Do you feel valued in your current role? Are you thinking about leaving your job to become an entrepreneur? Your human capital is one of the biggest drivers of your financial plan. In this episode, Melissa Joy, CFP, ® and Laura Khalil discuss how female entrepreneurs can rebalance the …
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