Click here to watch our 2022 Year End Financial Planning Webinar replay. The end of the year is just around the corner. What are your most important financial decisions for now and next year? Melissa Joy, CFP®, Melissa Fradenburg, CDFA®, Jay Fradenburg and Hannah Near, CPA, CFP®, update you with important tax and financial updates …
Blog
Year-End Tax Planning Tips for Divorcing and Divorced Clients to Help Avoid the “Coulda, Shoulda, Wouldas”
If you are in the process of divorce or if your divorce was final sometime this tax year or prior, you are probably unsure about the impact of divorce on your taxes. In fact, I seem to get the same questions every year around January, when it is too late to do any tax planning …
Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar Replay
Click here to watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. Tuition Financing Consultant with TIAA and Alexa Kane CFP® of Pearl Planning will be presenting this informative webinar. Need to chat now …
Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar ReplayRead More
How to Pay for College with Ann Garcia – Book Club Replay
Click here to watch our Pearl Planning Book Group discussion about paying for college with a guest appearance from the author of How to Pay for College, Ann Garcia. Need to chat now about your accounts or financial plan? Links to schedule an update with one of our team members are HERE. While we are familiar …
How to Pay for College with Ann Garcia – Book Club ReplayRead More
Fall 2022 Economic Update and Investment Outlook Webinar Replay
Click here to watch Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy and how to invest from here. In this video we focus on topics that are top of mind in our community and address frequently asked questions and concerns. This …
Fall 2022 Economic Update and Investment Outlook Webinar ReplayRead More
Inflation Reduction Act
The Inflation Reduction Act, a version of last year’s Build Back Better, passed in mid-August 2022 and is meant to help bring inflation back down to normal levels and combat climate change. With so much buzz in the media regarding the Inflation Reduction Act we decided to condense the (roughly) 700-page document into one easy …