Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this episode, Melissa Fradenburg, Financial Advisor, shares tips to keep your holiday spending under control. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. The bonus to planning is you can lower financial anxiety and increase personal enjoyment …
Episode 93: Keeping Holiday Spending in Check with Melissa FradenburgRead More
In this special #GIVINGTUESDAY episode, Melissa Joy, CFP® and Alexa Kane, CFP® discuss ways to give back this holiday season (and throughout the year). They will address how a Donor Advised Fund can assist with appreciated stock or bundled gift strategies as well as how to take advantage of your charitable deduction and bundle gifts …
Episode 92: Smart Financial Moves on #GivingTuesday with Alexa KaneRead More
In this special Thanksgiving week episode, Melissa Joy, CFP® and nutrition coach Liza Baker discuss the secrets to successfully transform habits when it comes to your health and wealth this holiday season (and throughout the year). As a health coach and employee wellness consultant, Liza focuses on employee wellness programs or 1:1 and group programs …
Episode 91: Holiday Health and Wealth with Nutrition Coach Liza BakerRead More
In this episode, Melissa Fradenburg, and Hannah Near, CFP, ® CPA discuss what you can do in the last 5 weeks of the year to get your finances in order. We all know how chaotic this time of year can become with the holiday season approaching. Hannah shares valuable insight on things we should review …
Episode 90:Year-End Financial Planning Moves with Hannah NearRead More
In this episode, Melissa Fradenburg and Lynn Walsh, discuss ways to communicate better on money differences as well as touch on what could be controlling behavior around money or constitute financial abuse. Lynn Walsh, MS, LLP, holds a Master of Science in clinical psychology and has a private practice in Grosse Pointe, Michigan. With her focus in …
Episode 89: Money Issues in Relationships with Lynn WalshRead More
In this episode, Melissa Fradenburg and Nathan Steiner, NMLS #771054, discuss what mortgage options you may have available in retirement. Whether you are looking to downsize or purchase a vacation home, mortgage options may be available even if you do not have employment income. Nathan has over 20 years of lending experience and understands the …
Episode 88: Mortgage Options in Retirement with Nathan SteinerRead More
