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 on credit cards or save up months in advance, you should have an overall budget number in mind. The bonus to planning is you can…
Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial results after an inheritance Next steps to ensure you have an appropriate game plan Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If…
Our October webinar focused on Year-End Financial Planning. The presentation covered topics including investment review, retirement savings & Roth conversions, tax review, and charitable gift decisions. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar. If you missed our webinar, no problem, we’ve got a recording for you. Even better…here’s a…
Financial planner Melissa Joy and wellness coach Lisa Hesse have a conversation on the intersection of Health and Wealth. In this conversation, we discuss the three keys to fierce ownership: sleep, time, and worth. This is available on demand and shareable with friends or family.If you missed our webinar, no problem, we’ve got a recording…
Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees today. Under this law, your taxation is divided up based upon your birth year (Source: Michigan.gov website): Born before 1946: Your pension is not taxed…
Our September webinar focused on a Social Security & Medicare. The presentation covered topics including when to start collecting benefits, early vs. delayed filing, cumulative benefits over time, and questions to consider. Melissa Joy CFP® founder of Pearl Planning presented this 22- minute informative webinar. If you missed our webinar, no problem, we’ve got a…