Melissa Joy, CFP(R) founder of Pearl Planning and Melissa Fradenburg, Pearl Planning Financial Advisor will be covering the topic of Retirement Readiness in this informative Webinar. The presentation covers topics including: The knowledge gap A Financial Planning perspective on retirement Retirement spending strategies The benefits of working with a financial planner The foregoing information has …
Retirement
What Should I Do with My 401k Right Now?
Retirement accounts (including 401, 403b, 457, TSA, and IRA investors) have been ravaged by coronavirus market turmoil. Now, American workers are desperate to know how to manage their 401k effectively (SOURCE: What investors search for during COVID-19, Samantha Russell). The answer is not the same for every person. Your circumstances are personal, but here are …
2019 Year-End Checklist & 2020 Key Numbers
As we approach the close of another year, it’s important to make sure that you have your financial house in order. Use our year end checklist to make a list and check it twice. Then, take a look at our key 2020 numbers to plan for taxes, adjust your retirement savings, and launch into the New Year with …
The ABC’s Of Social Security & Medicare: Webinar Recap
Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions to consider. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar. If you missed our webinar, no problem, we’ve got a …
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2020 Medicare: What you need to know
Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of Boomer Health Group on changes to 2020 Medicare, what decisions you should make at age 65, and annual enrollment best practices. This is available on …
Anticipating the SECURE Act: What Should You Know?
Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry on the bill, but in the meantime, here are some potential impacts to consider. Delayed Required Minimum Distribution. Many of you may be familiar with …
Living the Next Phase of Life on purpose Webinar Recap
Our March webinar focused on Living the Next Phase of Life on purpose. The presentation covered topics including the evolution of the new third box, the importance of a vision, developing a vision, and the next steps. Melissa Joy CFP® founder of Pearl Planning joined with Jim Craft founder of Southill, LLC to present this …
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Health Care and Longevity Webinar Recap
Our February webinar focused on Planning for Health Care & Longevity in Retirement. The presentation covered topics including retirement spending, longevity, and how healthcare will change as you transition into retirement. Melissa Joy CFP® founder of Pearl Planning presented this 19- minute informative webinar. If you missed our webinar, no problem, we’ve got a recording …