The Pearl Planning team is proud to announce the recognition of our own President and Financial Advisor, Melissa Joy CFP®, CDFA®, as one of the Top Women Wealth Advisors, Best-In-State, by Forbes. Amidst a landscape marked by economic uncertainty and market volatility, Melissa Joy has stood out as a trusted guide for investors navigating today’s…
As you prepare to file your taxes this year, we wanted to help make your life a little easier. We have compiled a hub with all the important dates and information you may need to complete your taxes. First, we have this checklist to help you organize your plan for 2023 taxes. Our team here at Pearl…
In this episode, Melissa Fradenburg, CDFA®️, AIF® shares 5 essential tips to help you make the most of your financial situation after filing your taxes. Tune in to discover smart money moves, investment strategies, and retirement planning advice to consider while your tax situation is fresh in your mind. We will discuss: Understand the importance of adjusting…
As you prepare to file your taxes this year, we wanted to help make your life a little easier. We have compiled a hub with all the important dates and information you may need to complete your taxes. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering…
It’s January, and you’re likely motivated to start the year off right. This is a great time to take stock of your financial situation and plan for the year ahead. Here are 10 actionable tips to help you take control of your finances and set yourself up for a secure and prosperous 2023. Download the…
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…