Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this special #GIVINGTUESDAY episode, Melissa Fradenburg, CDFA®️ discuss ways to give back this holiday season (and throughout the year). She 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 to get itemized deductions …
Episode 144: Opportunities to Give back on Giving TuesdayRead More
The cost of almost everything is up this year due to inflation. In this Thanksgiving week episode Melissa Fradenburg, Financial Advisor with Pearl Planning, 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, learn how to avoid the ‘One for …
Episode 143: Control Holiday Spending in Times of InflationRead More
Are you ready to show up as your best self this holiday season? In this episode, Carmie Buhalis of Life + Wellness Coaching with Carmie, will share ways to reduce stress and find balance during this hectic time of year. Melissa Fradenburg, CDFA®️, Financial Advisor with Pearl Planning and Carmie discuss how to put yourself first, …
Episode 142: Less Stress Over the Holidays with Carmie BuhalisRead More
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 …
It’s open enrollment season! Do you need to make changes to your employee benefits? In this episode Melissa Joy, CFP® reviews what you need to know about open enrollment and what various benefit options mean for you as far as coverage and cost. You will learn: How do high deductible plans work vs. traditional plans. …
Episode 140: Making the Most of Your Employee Benefits with Melissa JoyRead More
The Federal Government has announced the largest COLA adjustment for Social Security since 1981 and an upward shift in the income tax brackets as well as increases in contribution limits to retirement plans and the standard deduction. Listen to this episode to find out what you can expect in 2023 and how these changes may …
Episode 139: Cost-of-Living-Adjustment for 2023 with Melissa FradenburgRead More
