Episode 28: Five financial Things to do Before Year-End

In this episode Melissa Joy, CFP® and Melissa Fradenburg discuss the five things to consider with regards to your finances before year-end. While markets have been resilient, the current environment of a global pandemic, an economic recession and a divisive political environment may have you feeling paralyzed. In this episode we discuss some ideas to keep your financial house in order when everything else seems uncertain.

You will learn:

·       Budgeting for the “new normal.” 

·       Why refinancing debt might make sense.

·       Update your retirement snapshot.

·       How to get your estate planning documents in order.

Resources:

Read our blog on The Five Financial Things to Do Before Year End. 

Look at the technology we use to determine retirement readiness HERE. 

*While we are familiar with the legal and tax provisions of the issues presented herein, as Financial Advisors of RJFS, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.

The previous presentation by PEARL PLANNING was intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https...