Month: October 2024

Navigating your legal services benefits at U of M

Take Advantage of Your Legal Services Benefit

By Melissa Joy, CFP®, CDFA® / October 28, 2024

Your benefits package includes perks that you may not even know about. 😮 Are you familiar with the legal services benefits available to you at U of M? 💼 This […]

Why Elections Matter for Your Money: Video Replay with Key Insights for Investors

By Melissa Joy, CFP®, CDFA® / October 25, 2024

With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]

How Pearl Planning Supports The People Who Matter Most to You

By Melissa Joy, CFP®, CDFA® / October 21, 2024

Looking for trusted financial advice for your friends or family? At Pearl Planning, we’re here to help. Whether you’ve had a friend ask, “Who do you trust for financial […]

Do you know your U of M life insurance options?

Time to Review Your Life Insurance

By Melissa Joy, CFP®, CDFA® / October 21, 2024

Have you reviewed your life insurance recently? ⏳ It’s easy to overlook, but making sure you have the right amount of coverage is crucial. 🛠️ University of Michigan employees can […]

U of M health savings accounts explained

Know Your Health Savings Account Options

By Melissa Joy, CFP®, CDFA® / October 14, 2024

Listen up University of Michigan employees! 📢 👉 Are you taking full advantage of the health savings account (HSA) option? HSAs can be a powerful financial tool. Not just for […]

transfer on death agreements with alexa kane

Simplify Your Estate Planning with a Transfer on Death (TOD) Agreement

By Alexa Kane, CFP®, CDFA® / October 10, 2024

We often talk about naming beneficiaries for IRAs, 401(k)s, and 403(b)s, but what about your taxable investment accounts? A Transfer on Death (TOD) agreement is an easy solution to […]