Blog
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 …
Year End Financial Planning: Your Resource Guide
We only have a few weeks left in one of the longest and most eventful years in most of our lives. While 2020 brought a pandemic and recession, investments so far have been resilient. Make sure that you are prepared for what is next and use this year-end guide. Important 2021 Numbers Make sure you …
2020 Year-End Tax and Financial Planning Webinar Replay
The 2020 election is behind us and we have 6 weeks before the end of the year. What are your most important financial decisions for now and next year? Sherri Stephens, Financial Advisor, RJFS & President of Stephens Wealth Management along with Melissa Joy, CFP®, Founder of Pearl Planning, will update you with important tax …
2020 Year-End Tax and Financial Planning Webinar ReplayRead More
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 …
Important Financial Numbers for 2021
We have your up-to-date numbers for 2021. Use this handy reference guide for tax rates, contribution limits, and more. Download PDF Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered exclusively through Raymond James Financial Services, Inc., member …
Social Security Decisions for Retirement Success
Are you nearing retirement and looking for guidance on Social Security decisions? In this informative 20-minute webinar, Melissa Joy, CFP® founder of Pearl Planning, and Melissa Fradenburg, Financial Advisor, RJFS will help you understand the basics of Social Security as well as share strategies that can potentially increase Social Security Income over time. In this …
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? …