Melissa Joy, CFP®, founder of Pearl Planning, along with Melissa Fradenburg, Pearl Planning financial advisor, RJFS will discuss what to do when you have inherited assets. This webinar features: What is an inheritance? Strategies to increase savings and financial results after an inheritance Potential uses of a financial inheritance Issues to consider if a parent…
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…
In this episode, Melissa Joy, CFP®, and Jennifer Lawrence discuss the basics of prenuptial agreements. Jennifer is a family law attorney specializing in divorce, custody, estate planning, and prenuptial agreements. If you and your significant other are considering having one drafted or you are just curious about the process, this is a must-listen episode. You…
In this episode Melissa Joy, CFP®, and Cathy Curtis, CFP® discuss the common mistakes they see clients make when it comes to receiving an inheritance. Cathy is the founder of Curtis Financial Planning, a fee-only financial advisory firm dedicated to addressing the financial planning and wealth management needs of independent women. Through their combined experience,…
In this episode, Melissa Fradenburg and Sarah Jelinek share tips to reach your fitness and financial goals. They discuss the similarities of the best practices to break habits that are not serving you. Sarah is a Certified Personal Trainer and fitness nutrition specialist, with a Master of Science in Kinesiology and concentration in sports conditioning….
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…