Retirement Readiness in Times of Uncertainty

August 12, 2020 // By Melissa Joy, CFP®, CDFA®
Webinar screenshot- Retirement Readiness

Melissa Joy, CFP(R) founder of Pearl Planning and Melissa Fradenburg, Pearl Planning Financial Advisor will be covering the topic of Retirement Readiness in this informative Webinar. The presentation covers topics including: The knowledge gap A Financial Planning perspective on retirement Retirement spending strategies The benefits of working with a financial planner The foregoing information has…

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CARES Act Resource Guide

April 3, 2020 // By Melissa Joy, CFP®, CDFA®
capital building with clouds in the background

  Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under age 17. There is a phaseout for incomes above the thresholds. Determination of eligibility will be made based upon your most recent tax return filed,…

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