The Pearl Planning Blog
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. […]
Read More
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 […]
Read More
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.
Read More
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 […]
Read More
Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up […]
Read More
Source: Google Dictionary There are some things my Texas family will never understand, and my willingness to voluntarily live through Michigan winters is one of them. I remember the first […]
Read More
Market predictions are a way of life for many investment commentators and financial advisors. If you’re looking for the same from me and Pearl Planning, you’ll likely be disappointed. The […]
Read More
As of late 2018, many US stocks have dipped into bear market territory, here are five questions you should ask yourself when stocks news is gloomy. 1. Are you accumulating […]
Read More
Giving Tuesday is NOVEMBER 27th this year. Each year at this time, I post 10 practical financial planning considerations for your charitable endeavors updated from years’ past. New tax law […]
Read More
Open enrollment is a once-a-year window where employees with benefits get the opportunity to sign up for the benefits for the following year. We’re in the heart of open enrollment […]
Read More