Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
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
Melissa Joy and Melissa Fadenburg discuss buying a car in this episode. This is one of the biggest financial decisions you will make and you will likely do it several times in your lifetime. We cover how to think about the car buying process and consider all financial angles so you can feel confident in …
Are you spending your whole paycheck every month? Have your monthly expenses increased with inflation to a point you need to start budgeting but don’t know where or how to begin? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on how much should go to needs, wants and savings each month to get …
Episode 123: Simple Budgeting Tips with Melissa FradenburgRead More
Are you feeling the pinch of inflation? Does filling up your car at the pump have your budget feeling tight? Maybe you have considered stopping your automatic investments to increase cash flow? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on what you can do to ease the pressure as well as what …
Episode 119: Things You Can Do If You’re Feeling The Pinch Of InflationRead More
In this episode Melissa Joy, CFP®, and Melissa Fradenburg, CDFA®, discuss ways to clean up your finances. Do you have a the financial equivalent to a junk drawer? Do you have a bunch of tasks related to your financial life that keep coming up but never get completed? Spring is the perfect time to refresh …
In this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this …
