Giving Tuesday is NOVEMBER 27th this year. Each year at this time, I post 10 practical financial planning considerations for your charitable endeavors updated from years’ past. New tax law means it’s time to revisit your plan. It is estimated that 57% fewer Americans will be itemizing this year and going forward (Source: Brookings Institution). …
Archives for November 2018
Fresh Investment News from Pearl Planning
With the recent U.S election alongside 2018 being an eventful year in investments we wanted to share with you our current market thoughts. Melissa Joy of Pearl Planning hosted a webinar this month breaking down the election results in relation to market trends. If you missed our webinar, no problem, we’ve got a recording for …
2018’s Most Actionable Financial Checklist from Pearl Planning
We wanted to leave you with plenty of time prior to year-end to prepare for the most important decisions you can make for your finances. This is even more important since we’re all still getting used to the Tax Cuts & Jobs Act. Melissa Joy of Pearl Planning, in affiliation with Sherri Stephens of Stephens …
2018’s Most Actionable Financial Checklist from Pearl PlanningRead More
Top Open Enrollment Mistakes & How to Avoid Them!
Open enrollment is a once a year window where employees with benefits get the opportunity to sign up for the benefits for the following year. We’re in the heart of open enrollment season now. Unfortunately, open enrollment is coupled with harried workers who lack time and knowledge to ensure effective decisions. If open enrollment leaves …