The Pearl Planning Blog

Financial Wellness in a Bear Market

By Melissa Joy, CFP®, CDFA® | April 13, 2020
Hand flipping wooden cubes for change wording" Panic " to " Calm". Mindset is important for human development

Melissa Joy, CFP®, CDFA® and Lindsay Bryan-Podvin, Financial Therapist discuss how to keep perspective in this challenging market environment. Lindsay is the state of Michigan’s first financial therapist. In addition […]

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CARES Act Resource Guide

By Melissa Joy, CFP®, CDFA® | April 3, 2020
capital building with clouds in the background

  Recovery Rebates Americans with income under $75,000 if filing single or $150,000 if married filing jointly will receive $1,200 and $2,400 respectively with an additional $500 for children under […]

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Managing Your Money Through Uncertainty

By Melissa Joy, CFP®, CDFA® | March 31, 2020
Managing your money through uncertainty

In the age of Covid-19, financial realities are warped and a triage mentality may be necessary. How can you deal with financial uncertainty? This webinar will help you understand. Additional […]

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What Bear Markets Have Taught Me

By Melissa Joy, CFP®, CDFA® | March 13, 2020
brown bear in the woods

Mama said there’d be days like this, and I do feel fortunate to have seen a few of them. We officially entered bear market territory today following the coronavirus pandemic […]

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Coronavirus Correction: What Investors Need to Know

By Melissa Joy, CFP®, CDFA® | March 12, 2020
coronavirus strain green

Coronavirus concerns have ended the 11-year bull market. This 20-minute video covers what we know right now about the market with actionable steps for response. The information contained in this […]

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2020 Travel Planning

By Melissa Joy, CFP®, CDFA® | February 10, 2020
old suitcase with a camera on top

Melissa Joy sat down with Beth Johnston from Orenda Travel to discuss 2020 travel trends. We cover destinations, budgeting, planning, multi-generational travel, and some of our favorite themes. Our video is […]

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Overcoming Financial Anxiety: Webinar Recap

By Melissa Joy, CFP®, CDFA® | January 22, 2020
person on a rock with a purple sunset

Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. Lindsay is the state of Michigan’s first financial therapist. In addition to her […]

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Why the New Little Women Offers Great Financial Lessons for Your Daughters

By Melissa Joy, CFP®, CDFA® | January 8, 2020
woman and girl by the sea

Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. […]

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New Year, New You— Maybe Not?

By Melissa Joy, CFP®, CDFA® | December 26, 2019
2020 candles on a pink background with glitter

In 2020 we’re entering not only a new year but a new decade. It’s the perfect time to hit the reset button and change old habits that haven’t been serving […]

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4 Tips on Holiday Budgeting for a Less Stressful New Year

By Melissa Joy, CFP®, CDFA® | November 27, 2019
holiday gift bags

Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping […]

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