The Pearl Planning Blog
The air is crisp and this week we are welcoming the first official days of fall! We’re fortunate to live in a community where fall traditions are abundant. Here are […]
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Whether you’re nearing age 65 or planning for annual Medicare enrollment, we have an informative video to share with you. Melissa has a conversation with Medicare guru Joanne Giardini-Russell of […]
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Our August webinar focused on a widow’s guide to financial decisions. The presentation covered topics including widowhood as a transition, stages of widowhood, Now-Soon-Later, financial checklists for widows, and the […]
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August 2019 Investment Update: Muddling Through a Temperamental Market A record-setting start to the year has been abruptly halted by trade turmoil and an inflection point for bonds and interest […]
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Congress has signaled that new legislation primarily affecting retirement assets is likely to pass and become law this year. We won’t know the full impact until the ink is dry […]
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Our July webinar focused on how to talk to your kids about money. The presentation covered topics including money by stages, learn to earn, making saving and investing fun, and […]
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Today, the US Women’s soccer team celebrated an unprecedented back-to-back championship and their fourth world championship overall. This team captured the attention of our nation and the hearts of many. […]
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Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax […]
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Melissa was recently a guest on the Money Savage podcast with George Grombacher. They discussed the keys to financial confidence. Click below to listen in.
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In April, Melissa Joy was a guest on the “Fresh Off the Vine” podcast. Fresh Off the Vine is a podcast hosted by Karen Coyne, CFP®, who happens to be […]
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