Dexter 734.274.6744 | Grosse Pointe 313.486.9634 | Birmingham 248.795.1133 ext. 407

Client Access Right Capital

charitablegiving

The Money Smart Charitable Giving Webinar REPLAY

June 18, 2021// by Melissa Joy, CFP®, CDFA®

In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts & Jobs Act (2018), Secure Act (2019) and CARES Act + Stimulus (2020-21) have changed some rules on giving. They will address how a Donor …

The Money Smart Charitable Giving Webinar REPLAYRead More

10 Ideas for Giving

May 26, 2021// by Alexa Kane, CFP®, CDFA®

We love giving back and especially love Giving Tuesday (so much that Melissa even made a video about it)! Giving Tuesday is December 1st this year. What better time to share 10 practical financial planning considerations for your charitable endeavors? This list has been updated and revised over the years. New(ish) tax law means it’s time to revisit …

10 Ideas for GivingRead More

Episode 33: Charitable Giving with Laura Brownfield

October 4, 2021// by Melissa Joy, CFP®, CDFA®

Melissa Fradenburg, Financial Advisor, RJFS, is joined by estate planning attorney Laura Brownfield. Laura works in the structuring of giving vehicles and gifting policies and procedures in her role at the community foundation for Southeast Michigan. In this episode, Melissa and Laura will discuss the different options for charitable giving with a special focus on …

Episode 33: Charitable Giving with Laura BrownfieldRead More

Welcome to the 52 Pearl Weekly Money Wisdom Podcast! Hosts and financial planners at Pearl Planning, Melissa Joy, CFP , Melissa Fradenburg, and Alexa Kane, CFP will roll out a new episode each week with wisdom and actionable advice to improve financial decisions. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our office at (734)274-6744 or the Grosse Pointe office at (313)486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.