The Pearl Planning Blog
There have been many new finance trends circling the internet through Instagram, Facebook, and TikTok – many of them about budgeting! Each one is a little different, and some look […]
Read More
Wondering how the One Big Beautiful Bill Act (OB3) signed into law on July 4, 2025, could impact your financial future? Melissa Joy, CFP®, president of Pearl Planning, breaks down […]
Read More
Home Insurance Home insurance protects your home and the belongings inside it in the event of damage caused by fire, hail, tornadoes, or other covered events. The exact coverage depends […]
Read More
On July 4, 2025, President Donald Trump signed new policy and tax legislation named “One Big Beautiful Bill Act” (OBBB) into law. This bill included long-term tax policy as well […]
Read More
Overview A Health Savings Account (HSA) is a tax-advantaged savings account that allows you to set aside money tax-free for qualified medical expenses. Unlike Flexible Spending Accounts (FSAs), your HSA […]
Read More
As tax season wraps up, it’s essential not to overlook your tax return statement, particularly with the potential tax law changes that may come in 2025. Not only are your […]
Read More
In this webinar, Melissa Joy, CFP® explores the shifting economic environment of spring 2025, offering valuable context, strategies, and action steps for investors navigating market volatility. Melissa highlights the lessons […]
Read More
Spring isn’t just for closets and garages—it’s also the perfect time to dust off your finances and do a little money maintenance. Whether you’re planning for retirement, juggling college costs, […]
Read More
If you’ve heard of a Backdoor Roth IRA but find the details confusing, you’re not alone! At Pearl Planning, we frequently recommend this strategy to clients who earn too much […]
Read More
Market downturns and economic slowdowns can feel unsettling—but they’re also opportunities to take control of your financial life. Here’s a quick, actionable checklist of things to do during a bear […]
Read More