Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Have you recently been laid off? Do you feel valued in your current role? Are you thinking about leaving your job to become an entrepreneur? Your human capital is one of the biggest drivers of your financial plan. In this episode, Melissa Joy, CFP, ® and Laura Khalil discuss how female entrepreneurs can rebalance the …
Episode 148: Career Pivots for Financial Success with Laura KhalilRead More
If something happened to your spouse, would you be prepared? Have you had important conversations with parents or in laws about how assets will be passed down to family? Do you and your spouse have important legal documents in place to protect you if the unexpected happens? Women are natural caretakers but who will take …
Episode 147: Protecting Wealth for Women with Irena PolitanoRead More
Are you planning to relocate or downsize? Whether you are purchasing a home or renting, there are several costs you want to consider when planning to move. In this episode, Melissa Fradenburg, CDFA®️ will discuss why it’s a good idea to build up cash reserves prior to moving and what additional costs you should consider …
Do you know how long you have to work to become fully insured for social security benefits? What happens if you spend time out of the workforce? Will social security benefits be available for future retirees? Our guest has over 30 years experience working for the Social Security Administration. In this episode, Melissa Joy, CFP …
Episode 145: Social Security Basics with Vonda VanTilRead More
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
