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Wealthy After Divorce
Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274-6744 or (313) 486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.
Wealthy After Divorce
S2E1: Divorcing the Mortgage with Erica Powers, CMPS, CDLP
Getting through a divorce often takes a village. In fact, gathering an experienced team of professionals, can either make or break a smooth transition to post-divorce life. Adding a mortgage banker early in the process (yes, well before the case is settled) can change how you view settlement options. In this episode, Jacki interviews Erica Powers, CMPS®, CDLP® to discuss the following:
- The best time to consult a mortgage banker in divorce
- What are the most common barriers divorcees face with loan approval?
- Saving time and aggravation by working someone who has advanced training in divorce cases
- Current market forecast for summer 2023 in Michigan
Resources:
- Erica Powers, NMLS #739673 of First Merchants Bank (Member of the FDIC and an Equal Housing Lender) can be reached HERE
- You can also reach Erica at epowers@FirstMerchants.com and follow her on on Instagram @localmortgagebanker
- Schedule a complimentary 30 minute consultation with Jacki Roessler, CDFA to discuss how divorce financial planning can help you by clicking here .https://calendly.com/jacki-divorceplanner/get-to-know-you
- Read about protecting your credit score during divorce by clicking here https://pearlplan.com/2022/08/09/five-tips-to-protect-your-credit-score-during-divorce//
Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
