Do you know why both the equity and bond markets are down this year? Do you wonder if we are in or heading into a recession? In this episode, Melissa Fradenburg and Jay Fradenburg will explain the current market environment as well as discuss what might happen going forward. Meet the newest member of the …
Pearl Planning
Episode 121: Summer Before College Financial Checklist
Are you getting ready to send off a college student? Have you had a discussion about expenses and budget expectations yet? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on what you can do to prepare your student for the financial responsibility of going out on their own. Resources: Learn more about Pearl Planning. …
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Webinar Replay – Best Practices For Divorce Attorneys When Dealing With Investment Assets In A Divorce Case
Click here to watch Jacki Roessler, Certified Divorce Financial Analyst®️, Melissa Fradenburg, CDFA®️, and Melissa Joy, CFP®️, CDFA®️, Founder of Pearl Planning, discuss best practices for divorce attorneys when dealing with investment assets in a divorce case. If you’re confused by all the new investment types found in the average client’s portfolio, you’re not alone. …
Episode 120: Financial Wellness Through Community Work with Diana Yanez
In this episode Melissa Joy sits down with Diana Yanez to discuss financial wellness work, especially for the Latina community. Diana is a financial educator and empowerment coach. Her firm, All the Colors, combines her love of numbers and her desire to see others flourish dance to the same beat. While Diana’s technical skills will …
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The Value of a Certified Divorce Financial Analyst
Although most professionals understand the need for advice that’s specifically geared to the financial issues in divorce, occasionally, a potential client asks me why they need a Certified Divorce Financial Analyst (CDFA). When so much money is already being spent on legal fees, does the average divorcing client need a specialized financial expert? The reality …
Episode 119: Things You Can Do If You’re Feeling The Pinch Of Inflation
Are you feeling the pinch of inflation? Does filling up your car at the pump have your budget feeling tight? Maybe you have considered stopping your automatic investments to increase cash flow? In this episode, Melissa Fradenburg, CDFA®️ will share some tips on what you can do to ease the pressure as well as what …
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