Are you nearing retirement and looking for guidance on Social Security decisions? In this informative 20-minute webinar, Melissa Joy, CFP® founder of Pearl Planning, and Melissa Fradenburg, Financial Advisor, RJFS will help you understand the basics of Social Security as well as share strategies that can potentially increase Social Security Income over time. In this …
Retirement
[WEBINAR] Medicare 2021: What you need to know
Speakers Melissa Joy and Joanne Giardini-Russell While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. In this informative 20-minute webinar, Melissa Joy, CFP® and Joanne Giardini- Russel, founder of Giardini Medicare will discuss trends in longevity as well as planning strategies that help …
Retirement Readiness in Times of Uncertainty
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 …
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 …
The ABC’s Of Social Security & Medicare: Webinar RecapRead More
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 …