Click here to watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important tax and financial updates in this informative virtual event. The presentation topics include: · Investment & Market Review · Retirement Savings & Roth …
Financial Planning
2023 Fall Economic Update and Investment Outlook Webinar
Click here to watch our Fall 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Melissa Fradenburg, AIF® and Hannah Near, CPA, CFP®, Pearl Planning financial advisors, update you on the economy and how to invest in 2023. This Investment Outlook Webinar Features: A look at the US Economy Stock Market Inflation Fixed Income …
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Taking Care of Long-Term Care
Long-term care is a crucial consideration of financial planning that most individuals will need as they age or face various health challenges. The need for extended care and decisions surrounding the care can be both emotionally and financially challenging for individuals as well as their families. In this blog we will look at the importance …
Is Social Security a Good Investment?
Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead. Chris was self-employed and had structured his business as an S-Corporation. He could either pay himself a large salary, and maximize the payments into Social Security, or pay …
2023 Summer Economic Update and Investment Outlook Webinar
Click here to watch our Summer 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Melissa Fradenburg, 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 Inflation Fixed Income Geopolitical Risks …
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Episode 175: Financial Planning Discussions for Couples
Have you ever wondered why so many couples struggle to get on the same page with finances? Are you in a relationship where one person is in the dark on the overall financial picture? In this episode, Melissa Joy, CFP ® and Melissa Fradenburg, AIF ® tackle the all-too-common issue of one partner being left …
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