In this episode Melissa Joy, CFP, ® shares what you should do to prepare for next year, now that 2021 Tax filing deadline has come and gone. Are your taxable investment accounts tax efficient? Did you have some surprises this year as far as what you owed or what you got back? Listen to this …
Financial Planning
Spring 2022 Economic Update and Investment Outlook Webinar Replay
Click here to watch Pearl Planning financial advisors Melissa Joy, CFP®, Melissa Fradenburg, Alexa Kane, CFP® and Hannah Near, CPA, CFP® update you on the economy and how to invest from here in 2022. The Spring 2022 webinar features: A look at the US Economy and Stock Markets Geopolitical Risks Inflation Rising Rates and Fixed Income …
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Episode 113: How Much House Can I Afford?
Have you been looking to purchase a home? With mortgage rates increasing, you may need to reconsider your home budget. You might get approved for a loan amount higher than what you can comfortably purchase. In this episode, Melissa Fradenburg will share some common calculations to determine the appropriate amount as well as some other …
Understanding your Restricted Stock Units (RSUs)
Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the company’s stock or, in some cases, a cash payout. RSUs can be a very beneficial form of compensation, but they require specific and careful tax …
Tax Loss Harvesting – A Guide for Making the Most of a Down Market
As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be unpleasant, but it is one of the many times we must remain diligent and patient as an investor. While no one loves to see a …
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Episode106: Buying the Dips with Melissa Fradenburg
If you feel the urge to pull money out of the market in times of short term volatility, you need to listen to Melissa Fradenburg, Financial Advisor, explain the concept of buying the dips. In this episode, she will explain how the concept works, as well as why buying the dip does not guarantee getting …
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