Are you nearing retirement and looking for guidance on Social Security decisions? In this informative 20-minute webinar, Melissa Joy, CFP® founder of Pearl Planning, and Melissa Fradenburg, Financial Advisor, RJFS will help you understand the basics of Social Security as well as share strategies that can potentially increase Social Security Income over time. In this …
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Episode 36: Gen X Finances with Stephanie Vaught
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 …
Episode 35: Women Investors with Tommi Johnsen & Elisabetta Basilico
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 …
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Episode 34: Money Talk for College Students with Stacy Miller
In this episode Melissa Joy, CFP® speaks with Stacy Miller, CFP®, Vice President, and Wealth Advisor of Bright Investments LLC. Stacy shares her tips on talking with young adults about money concepts as well as shares her personal experiences with her two college-aged sons. You will Learn: How to send your college freshman off to …
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Episode 33: Charitable Giving with Laura Brownfield
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 …
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Episode 32: How to Tackle Open Enrollment
In this episode, Melissa Joy, CFP®, and Melissa Fradenburg, Financial Advisor RJFS, discuss some key options available during open enrollment. We will discuss why a high deductible healthcare option might make sense as well as explain benefits like disability and deferred compensation options that might be available through your employer. You will learn: How HSA’s …