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Click here to watch our Pearl Planning Book Group discussion about paying for college with a guest appearance from the author of How to Pay for College, Ann Garcia. Need to chat now about your accounts or financial plan? Links to schedule an update with one of our team members are HERE. While we are familiar …
How to Pay for College with Ann Garcia – Book Club ReplayRead More
Click here to watch Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, update you on the economy and how to invest from here. In this video we focus on topics that are top of mind in our community and address frequently asked questions and concerns. This …
Fall 2022 Economic Update and Investment Outlook Webinar ReplayRead More
The Inflation Reduction Act, a version of last year’s Build Back Better, passed in mid-August 2022 and is meant to help bring inflation back down to normal levels and combat climate change. With so much buzz in the media regarding the Inflation Reduction Act we decided to condense the (roughly) 700-page document into one easy …
Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our gas tank. Although inflation is a totally valid concern, we always recommend focusing on the aspects of your financial plan that you can control. You …
What Issues Should I Consider When Dealing With High Inflation?Read More
During a divorce, most people anticipate that their credit score might temporarily go down a bit. However, some of my divorcing clients experience sustained and significant declines in their credit score. Why does your credit score matter? If you’re planning to refinance an existing mortgage into your name, buy a new house with a reasonable …
Five Tips to Protect Your Credit Score During DivorceRead More
The team at Pearl Planning is proud to announce that its President, Melissa Joy, CFP®, CDFA®, was named to the Investopedia 100 Top Financial Advisors of 2022. Melissa was one of three financial planners in Michigan to receive this recognition and she has been named on the list for three consecutive years. The annual Investopedia …
Melissa Joy, CFP®, CDFA®, Named Investopedia Top Financial Advisors of 2022Read More
