The Pearl Planning Blog

Important Information for Filing Your 2024 Tax Return

By Melissa Joy, CFP®, CDFA® | January 15, 2025
calculator and pen

As you prepare to file your taxes this year, we want to help make your life a little easier. Below, you’ll find a comprehensive guide with important dates, resources, and […]

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How to Leverage Short-Term Rental Analytics

By Melissa Joy, CFP®, CDFA® | December 30, 2024
Leverage your short-term rental analytics

In today’s data-driven world, analytics can be a game-changer for rental hosts. 🚀 Sometimes reviews and feedback aren’t enough to pinpoint 🎯 what your rental needs. You can use data […]

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Pearl Planning’s 2024 Year in Review: Celebrating Milestones and Growth

By Melissa Joy, CFP®, CDFA® | December 17, 2024
Pearl Planning holiday udpate

As we look back on 2024, we’ve celebrated everything from exciting personal milestones like weddings and births to professional achievements, such as team growth and community involvement. Our year has […]

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Keep Your Portfolio Strong Through Market Fluctuations

By Melissa Joy, CFP®, CDFA® | December 16, 2024
Market fluctuations in real estate investment

Fluctuations are inevitable in real estate 📈 It’s an unpredictable market! HOW you manage them can make all the difference between success and struggle.🎯 In this episode of the Women’s […]

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Importance of Feedback in Short-Term Rental Success

By Melissa Joy, CFP®, CDFA® | December 9, 2024

Receiving feedback on your short-term rental property can be tricky. 😓 It’s tough not to take it personally. Many of us skim past the positive and get too focused on […]

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Your Journey to Short-Term Real Estate Investing

By Melissa Joy, CFP®, CDFA® | December 2, 2024

Thinking about investing in short-term rental property? It can feel daunting when you’re starting out. 😳 It’s a complicated and sometimes confusing world to navigate! You might hesitate because you’re […]

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How To Discuss College Costs With Your Teen

By Melissa Joy, CFP®, CDFA® | November 25, 2024
discussing college costs with your teen

😱 College costs can be a daunting topic for both parents AND teens. But having an open conversation early on can make a world of difference. If you haven’t started […]

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Increase Your Outside Scholarships Chances

By Melissa Joy, CFP®, CDFA® | November 18, 2024
maximize your outside scholarship applications

🏫 When it comes to college funding, every little bit helps. Outside scholarships can play a crucial role in covering the gap between your budget and college costs. In this […]

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Changes to FAFSA and Financial Aid

By Melissa Joy, CFP®, CDFA® | November 11, 2024
figuring out 2024 FAFSA changes

Did you know the FAFSA application for financial aid just got a big overhaul? 🎓 There have been MAJOR adjustments that could impact how much aid you receive. You definitely […]

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2025 & Beyond: Your Post Election Investment & Economic Perspective

By Melissa Joy, CFP®, CDFA® | November 8, 2024
I voted stickers

As we turn the corner from the election season that dominated the 2024 news cycle, we have results and perspective for what’s next when it comes to investments and the […]

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