Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
The cost of almost everything is up this year due to inflation. In this Thanksgiving week episode Melissa Fradenburg, Financial Advisor with Pearl Planning, shares tips to keep your holiday spending under control. Whether you put all your seasonal shopping on credit cards or save up months in advance, learn how to avoid the ‘One for …
Episode 143: Control Holiday Spending in Times of InflationRead More
If you are in the process of divorce or if your divorce was final sometime this tax year or prior, you are probably unsure about the impact of divorce on your taxes. In fact, I seem to get the same questions every year around January, when it is too late to do any tax planning …
Are you ready to show up as your best self this holiday season? In this episode, Carmie Buhalis of Life + Wellness Coaching with Carmie, will share ways to reduce stress and find balance during this hectic time of year. Melissa Fradenburg, CDFA®️, Financial Advisor with Pearl Planning and Carmie discuss how to put yourself first, …
Episode 142: Less Stress Over the Holidays with Carmie BuhalisRead More
Click here to watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. Tuition Financing Consultant with TIAA and Alexa Kane CFP® of Pearl Planning will be presenting this informative webinar. Need to chat now …
Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar ReplayRead More
Are you ready to end the year strong? With just 7 weeks left in 2022, Melissa Joy, CFP, ® and Melissa Fradenburg, CDFA, ® discuss year end financial planning. It’s important to organize your financial “to-do’s” and set intentions going into the new year. In this episode we will cover taxes, retirement contribution deadlines, Roth …
It’s open enrollment season! Do you need to make changes to your employee benefits? In this episode Melissa Joy, CFP® reviews what you need to know about open enrollment and what various benefit options mean for you as far as coverage and cost. You will learn: How do high deductible plans work vs. traditional plans. …
Episode 140: Making the Most of Your Employee Benefits with Melissa JoyRead More
