Are you ready to end the year strong? With just 7 weeks left in 2022, Melissa Joy, CFP, ® and Melissa Fradenburg, CDFA, ® discuss year end financial planning. It’s important to organize your financial “to-do’s” and set intentions going into the new year. In this episode we will cover taxes, retirement contribution deadlines, Roth …
Investments
Inflation Reduction Act
The Inflation Reduction Act, a version of last year’s Build Back Better, passed in mid-August 2022 and is meant to help bring inflation back down to normal levels and combat climate change. With so much buzz in the media regarding the Inflation Reduction Act we decided to condense the (roughly) 700-page document into one easy …
Five Questions To Ask When Stocks Are Down
The year is off to a volatile start, with January looking like the worst month for the United States stock market since March of 2020. In this article, we will examine five questions you should ask yourself when stock news is gloomy. Accumulating Investments Question number one is, “Are you accumulating investments today?” Market pullbacks …
Should I Buy I Bonds Now?
With inflation soaring, the popularity of a little-known treasury program for small investors, Series I Savings Bonds, is coming into focus. The I Bond is linked to an interest rate plus inflation. Limited by the amount you can buy, there are several factors to consider before making a decision to buy. I recently bought an …
2021 Summer Economic Update and Investment Outlook [WEBINAR REPLAY]
Melissa Joy, CFP®, Alexa Kane, CFP®, and Melissa Fradenburg, Pearl Planning financial advisor, RJFS will update you on the economy and how to invest from here. This webinar features: The Economy & The US Consumer, Inflation & Fed Policy, Why we like Equities Government Policy, Potential Headwinds Long-Term Investing vs Speculation Melissa Joy, CFP®, CDFA®Melissa …
2021 Summer Economic Update and Investment Outlook [WEBINAR REPLAY]Read More
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