Alexa Kane, CFP®, CDFA®Alexa Kane, CFP®, CDFA® is a financial advisor at Pearl Planning. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130 pearlplan.com/about/team/alexa-kane-2/
Setting and Achieving Financial Goals
January is often seen as a time for a fresh start. People make their resolutions and set goals. At Pearl Planning we love setting goals, and more importantly helping people ACHIEVE them! Here are some tips for setting and achieving your financial goals in 2021. Types of Goals Start with the Foundation – Get organized …
10 Ideas for Giving
We love giving back and especially love Giving Tuesday (so much that Melissa even made a video about it)! Giving Tuesday is December 1st this year. What better time to share 10 practical financial planning considerations for your charitable endeavors? This list has been updated and revised over the years. New(ish) tax law means it’s time to revisit …
Fairy Tales and Finance
‘I’ll huff and I’ll puff, and I’ll blow your house down!’ An iconic line and terrifying statement if you are little piggy in an ill-prepared house. When we started brainstorming Halloween costume ideas for the office, I quickly suggested my favorite fairy tale about financial planning. Yes, I’m talking about the three little pigs. What? …
Is It the Right Time to Refinance?
Mortgage rates have hit historic lows and many people are taking advantage of this by refinancing. If you are looking to decrease your monthly mortgage payment or reduce your interest expenses over the life of your loan, refinancing may be the answer. See if you should consider refinancing, what the benefits are, and what you …