Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Lately, there has not been a dull moment when it comes to tax updates. That being said, we have another tax update for you, this time relating to a new law that was passed recently in the state of Michigan. House Bill 5376 was signed into law in December of 2021. This bill impacts pass-through …
Breakdown of New Michigan Tax Law Impacting Pass-Through BusinessesRead More
Do you talk to your children about money? In this webinar replay Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisors with Pearl Planning discuss ways to talk to your kids about money and teach them basic finance skills. This advice is most helpful in discussions with kids ages 10 and up through college age. Melissa …
Do you talk openly about money with your kids? I consider myself an open book when it comes to money. If someone compliments me on my shirt, I am likely to tell them where I purchased it and how much I paid. Last week my son asked me how much we make. It caught me …
In this episode, Melissa Fradenburg, Financial Advisor, RJFS, and Karen Dybis discuss holiday spending. Karen is a published author, journalist, and self-proclaimed finance nerd. Her passion for budgeting and experience as a retail reporter makes her the perfect guest to discuss holiday spending. You will learn: How to use Quapital to create individual sinking funds. …
In this episode Melissa Joy, CFP® speaks with Stephanie Vaught, Financial Coach and founder of Social Money Finance. Melissa and Stephanie discuss experiences working with and specific financial challenges the generation born between 1965-1982 face. We will Discuss: Handling the ‘What ifs’ and being prepared for a plan B. The importance of having vulnerability with …
Melissa Joy sits down with two academic investment researchers, Dr. Tommi Johnsen and Dr. Elisabetta Basilico to discuss academic research for women investors. Drs. Johnsen and Basilico are the authors of Smart(er) Investing which sorts through investing research to find trends and translations for investors. One of their chapters focuses on the dearth of women investors. In …
Episode 35: Women Investors with Tommi Johnsen & Elisabetta BasilicoRead More
