Our January webinar focused on retirement readiness. The presentation covered topics including the knowledge gap, a Financial Planning perspective on retirement, retirement spending strategies, and benefits of working with a financial planner. Melissa Joy CFP® founder of Pearl Planning presented us with this 22‐minute informative presentation. If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a cheat sheet of highlights of the webinar with the minute in the video so you can fast forward if your time is limited [0:48] When should I retire? What are your Goals and aspirations? How long do you need your money to last? [1:24] Knowledge gap regarding retirement planning [2:05] Don’t put your future self last [2:53] A financial planning perspective of retirement [8:03] Retirement spending strategies [18:31] What will you do in retirement? [19:32] Benefits of working with a financial planner Any opinions are those of Melissa Joy CFP® and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. …
Archives for January 2019
Important Information for Tax Season 2019
This year tax season will have familiar elements as well as the implementation of new tax law. As you prepare for tax season, here is some information we’ve gathered to keep you informed. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for …
Tax-Smart Charitable Giving Webinar Recap
Our December webinar focused on charitable giving during the holiday season. The Tax Cuts and Jobs Act of 2017 changed many Americans deductibility for gifts. This presentation reviews effective tax strategies for charitable gifts and is helpful for philanthropic individuals as well as nonprofits and charitable organizations. Melissa Joy CFP® founder of Pearl Planning presented …
5 Questions to Ask When Stocks Are Down
As of late 2018, many US stocks have dipped into bear market territory, here are five questions you should ask yourself when stocks news is gloomy. 1. Are you accumulating investments today? Market pullbacks mean different things for savers versus spenders, and we’ll all likely be a member of both camps over the course of our …