More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for unexpected medical expenses or even to cushion healthcare spending in retirement. In addition to being a great option for those in a high deductible insurance …
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Spring 2022 Economic Update and Investment Outlook Webinar Replay
Click here to watch Pearl Planning financial advisors Melissa Joy, CFP®, Melissa Fradenburg, Alexa Kane, CFP® and Hannah Near, CPA, CFP® update you on the economy and how to invest from here in 2022. The Spring 2022 webinar features: A look at the US Economy and Stock Markets Geopolitical Risks Inflation Rising Rates and Fixed Income …
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Understanding your Restricted Stock Units (RSUs)
Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the company’s stock or, in some cases, a cash payout. RSUs can be a very beneficial form of compensation, but they require specific and careful tax …
A Checklist for Preparing to File Your Taxes
As the tax filing deadline approaches, you may find yourself asking, “Are there any last-minute tasks to complete prior to filing my taxes?” We have put together a complete checklist to make sure you remember to complete all of the essential items before you file. Do not forget any last minute 2021 contributions to your …
Will I Have Access to Money When I File for Divorce?
Understanding how your money works at the beginning of and during divorce. A common fear at the beginning of a divorce is that the person filing will not have access to bank accounts or funds if they decide to start the divorce process. This can be an impediment to filing and a major source of …
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Tax Loss Harvesting – A Guide for Making the Most of a Down Market
As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be unpleasant, but it is one of the many times we must remain diligent and patient as an investor. While no one loves to see a …
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