Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
As you prepare to file your taxes this year, we decided to help make your life a little easier. We have compiled a hub for all of 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 …
Important Information for Filing Your 2021 Tax ReturnRead More
Click here to watch Pearl Planning financial advisors Melissa Joy, CFP®, Melissa Fradenburg, Alexa Kane, CFP® and Hannah Near, CPA, CFP® update you on the economy and how to invest from here in 2022. The webinar features: • COVID update • Policy implications • A look at the US economy and stock markets Need to chat …
As a divorce financial planner in 2021, I worked side-by-side with many clients who struggled through the emotional and financial trauma of divorce. Once a settlement has been reached, everyone’s mental energy gets pushed higher as the language in the final decree is debated in fine detail. Anyone who has been through this process understands …
The year is off to a volatile start, with January looking like the worst month for the United States stock market since March of 2020. In this article, we will examine five questions you should ask yourself when stock news is gloomy. Article Contents Accumulating InvestmentsWithdrawal PhaseAppropriate DiversificationHistoryChanging the Course Accumulating Investments Question number one …
Lately, there has not been a dull moment when it comes to tax updates. That being said, we have another tax update for you, this time relating to a new law that was passed recently in the state of Michigan. House Bill 5376 was signed into law in December of 2021. This bill impacts pass-through …
Breakdown of New Michigan Tax Law Impacting Pass-Through BusinessesRead More
This time of year, many of us begin thinking about how we can help the causes closest to our hearts. It is the season of giving after all! When making your plans for charitable giving, there are many ways to ensure that your gifts are made in a way that aligns with both your financial …
Making the Most of Charitable Giving with a Donor Advised FundRead More
