SALLY PESSIN, ESQ, CRPC

​

  • Home

  • About

  • Services

  • FAQ

  • Testimonials

  • Blog

  • Money Minute Videos

  • Contact

  • Book Online

  • More

    Use tab to navigate through the menu items.

    FINANCIAL WELLNESS COACHING FOR WOMEN

    ®
    • All Posts
    • Getting Started
    • Your Community
    Search
    Sally Pessin
    • Jun 3, 2020
    • 1 min

    Don't Go For the Prestigious College -- Go for the Program that fits Your Child

    https://www.wsj.com/articles/in-valuing-colleges-tops-in-prestige-doesnt-always-mean-tops-in-starting-salaries-11590532335?shareToken=st1...
    31 views
    Free Virtual Summit For Women Sunday, May 31 -- Lots of FREEBIES!
    Sally Pessin
    • May 29, 2020
    • 1 min

    Free Virtual Summit For Women Sunday, May 31 -- Lots of FREEBIES!

    FREE virtual summit for women. Freebies &discount offers. I'll be speaking on how women can improve their financial literacy. Register now
    27 views
    Attention TIAA CREF Retirement Account Holders -- Teachers and Those Work in the NGOs/Non-Profits!
    Sally Pessin
    • May 28, 2020
    • 1 min

    Attention TIAA CREF Retirement Account Holders -- Teachers and Those Work in the NGOs/Non-Profits!

    Teachers or were at one time, and if you still have money in TIAA’s CREF Money Market Account, you need to know that they are already...
    35 views
    DID YOU KNOW....You Do Not Have To Pay Your RMD This Year?
    Sally Pessin
    • Apr 20, 2020
    • 1 min

    DID YOU KNOW....You Do Not Have To Pay Your RMD This Year?

    How exciting is that? This could save you tens of thousands of dollars in taxes next April 15! It could also put you in a lower tax...
    18 views
    The CARES ACT Allows You To Borrow From Your 401K -- Good idea? Or Bad?
    Sally Pessin
    • Apr 20, 2020
    • 1 min

    The CARES ACT Allows You To Borrow From Your 401K -- Good idea? Or Bad?

    Borrowing From Retirement Plans The plan allows people to take special disbursements and loans from tax-advantaged retirement funds of up...
    14 views
    I'm Inviting You For A Free 30-Minute Financial Consultation To Discuss Anything About Money!
    Sally Pessin
    • Apr 16, 2020
    • 1 min

    I'm Inviting You For A Free 30-Minute Financial Consultation To Discuss Anything About Money!

    https://www.eventbrite.com/e/financial-coaching-for-women-5-donation-to-charity-for-30-minute-consult-tickets-102733546804
    31 views
    The Most Important Thing I Read Today; from My Kiplinger's Online Alert: DON'T SELL YOUR STOCKS!
    Sally Pessin
    • Apr 15, 2020
    • 1 min

    The Most Important Thing I Read Today; from My Kiplinger's Online Alert: DON'T SELL YOUR STOCKS!

    The Most Important Thing I Read Today is....Don't Sell Your Stocks!!! Hang in There!
    8 views
    What To Do With Your Stimulus Check?
    Sally Pessin
    • Apr 14, 2020
    • 1 min

    What To Do With Your Stimulus Check?

    FREE 1/2 HOUR FINANCIAL CONSULTATION ONLINE THROUGH ZOOM -- CONTACT ME TODAY! Limited time only! You are stuck in the house during this...
    2 views
    Two Minute Short-Cut To Calculating Your Annual Spending
    Sally Pessin
    • Mar 27, 2020
    • 1 min

    Two Minute Short-Cut To Calculating Your Annual Spending

    1.Take annual income including salary, dividends and interest. 2. Deduct money currently withheld for retirement and other savings. 3....
    19 views
    What Is A CRPC®?
    Sally Pessin
    • Mar 20, 2020
    • 1 min

    What Is A CRPC®?

    In addition to being an attorney licensed in the state of Maryland, I am a Chartered Retirement Planning Counselor. To help explain my...
    10 views
    
Keeping Seniors Safe!
    Sally Pessin
    • Mar 13, 2020
    • 1 min

    Keeping Seniors Safe!

    Along with other terrific folks, I volunteer with the Montgomery County Police Department's Keeping Seniors Safe ("KSS") program.  My...
    16 views
    What is a Mutual Fund and Why Should You Invest In Them Instead of Individual Stocks?
    Sally Pessin
    • Mar 6, 2020
    • 4 min

    What is a Mutual Fund and Why Should You Invest In Them Instead of Individual Stocks?

    When I go to Whole Foods, the thing that is most tempting to me is the salad bar. What is not so tempting? The price! Yikes!
    16 views
    
How My Son Went Off To College With Over $10K in His Retirement
    Sally Pessin
    • Feb 28, 2020
    • 1 min

    How My Son Went Off To College With Over $10K in His Retirement

    I am a mean mother. I wouldn't let my son have a dog. It's not that I dislike dogs. I just don't like extra chores.
    58 views
    Testimonials From My Former Business as a Guitar Teacher in Bethesda
    Sally Pessin
    • Feb 21, 2020
    • 6 min

    Testimonials From My Former Business as a Guitar Teacher in Bethesda

    At one of my recitals "The Guitar Fun program has brought great music and great joy into our home. Sally is a wonderful teacher –...
    30 views
    
Why I Like To Help Women
    Sally Pessin
    • Feb 14, 2020
    • 2 min

    Why I Like To Help Women

    Women and men approach their finances very differently. Men are numbers oriented and women are goal oriented. A man might say he wants $3...
    13 views

    © 2023 by James Consulting. Proudly created with Wix.com

    • Twitter Clean
    • White Google+ Icon

    SCHEDULE A SESSION

    Want to hear more about how I can transform your life? Contact me at my e-mail below today to schedule a session or to sign up for a free seminar.

    • Facebook Social Icon
    • Twitter Social Icon
    • LinkedIn Social Icon

    Bethesda, Maryland

    pessinsally@gmail.com

    ​

    Thanks for submitting!