Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
In this episode we share a replay of A Word On Wealth Podcast, hosted by Sherri Stephens, President and CEO of Stephens Wealth Management Group, with guest Melissa Joy, founder and President of Pearl Planning. Together they discuss the “ins and outs” of purchasing a second home. Thinking about becoming a snowbird? Not sure where to start? Take a …
Episode 160: Considerations When Buying a Second Home with Sherri StephensRead More
Bank failures can be a scary and concerning prospect for the public, but it is important to understand what they are, why they happen and what you can do to protect yourself. What they are – why they happen In the last year, the Federal Reserve has been increasing interest rates at the fastest pace …
When Banks Fail: Understanding the Causes and Consequences of Bank FailuresRead More
Are you nervous about the recent bank failures? Bank failures are not a common occurrence, but they can have a significant impact on the economy and on individuals who have invested their money in those institutions. It’s important to understand the reasons behind bank failures and how they can affect you. In this episode Melissa …
Episode 159: Bank Failures: Understanding the Causes and Consequences with Melissa JoyRead More
We are so excited to be celebrating International Women’s Day 2023 at Pearl Planning. We decided to celebrate by putting together a video on our Top 10 Tips for Women Investors. Check it out or share with a friend! Melissa Joy, CFP®, CDFA®Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. …
As children turn 18 and become legal adults, it’s important for parents to be aware that they no longer have legal authority over their child’s finances, healthcare, or personal decisions. This means that parents should encourage their children to create certain estate planning documents to ensure their wishes are carried out in the event of …
Episode 158: Important Estate Planning Documents for Adult Children With Liz DerrickRead More
Kelly Aitken-Gwinnell with Aitken & Ormond Insurance Agency is back with us this week to discuss insurance for small business owners. In this episode, Melissa Fradenburg, CDFA ®, AIF® and Kelly discuss commercial insurance options and why it’s important for small business owners to manage risk when it comes to employees, customers, and their own ability to earn …
Episode 157: Insurance Considerations for Small Business Owners with Kelly Aitken-GwinnellRead More
