The Pearl Planning Blog
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
President Trump’s “Liberation Day” tariff announcement on Wednesday, March 2nd, sent shockwaves through US and global trading markets for the remainder of the week. I am writing this as of […]
Read More
Required Minimum Distributions (RMDs) can be complex, especially if you’ve inherited a retirement account. With recent regulatory changes, understanding when and how much you must withdraw is crucial. Old Rules […]
Read More
Welcome to Pearl Planning! Our onboarding video guides you through the exciting process of implementing your financial plan. Here’s what to expect: Getting Started: We’ll begin by opening accounts and […]
Read More
So much is happening in the economy right now—inflation, interest rates, new policies, and market uncertainty—but what does it actually mean for your financial future? In this session, Melissa Joy, […]
Read More
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 […]
Read More