Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Bank failures can be a scary and concerning prospect for the public, but it is important to understand what they are, why they happen and what you can do to protect yourself. What they are – why they happen In the last year, the Federal Reserve has been increasing interest rates at the fastest pace …
When Banks Fail: Understanding the Causes and Consequences of Bank FailuresRead More
We are so excited to be celebrating International Women’s Day 2023 at Pearl Planning. We decided to celebrate by putting together a video on our Top 10 Tips for Women Investors. Check it out or share with a friend!
Spousal support (also known as alimony or maintenance in other states) is often complex and a gray area in Michigan. Because Michigan doesn’t have written guidelines or a formula for spousal support, its determination can be largely based on the discretion of a judge. However, since the vast majority of divorce cases in Michigan aren’t …
Click here to watch our 2023 Retirement Readiness Webinar replay. In this informative presentation, Melissa Joy CFP founder of Pearl Planning, Jay Fradenburg, AIF and Alexa Kane, CFP cover these important retirement readiness topics: The knowledge gap A Financial Planning perspective on retirement Retirement spending strategies Benefits of working with a financial planner Need to …
Click here to watch our Winter 2023 Economic Update & Investment Outlook Webinar replay. Melissa Joy, CFP®, Melissa Fradenburg, CDFA®, AIF® and Hannah Near, CPA, CFP®, Pearl Planning financial advisors, update you on the economy and how to invest in 2023. This webinar features: A look at the US Economy Stock Market Fed Policy Implications …
Winter 2023 Economic Update & Investment Outlook WebinarRead More
As you prepare to file your taxes this year, we wanted to help make your life a little easier. We have compiled a hub with all the important dates and information you may need to complete your taxes. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering …
Important Information for Filing Your 2022 Tax ReturnRead More
