Click here to watch Jacki Roessler, Certified Divorce Financial Analyst®️, Melissa Fradenburg, CDFA®️, and Melissa Joy, CFP®️, CDFA®️, Founder of Pearl Planning, discuss best practices for divorce attorneys when dealing with investment assets in a divorce case. If you’re confused by all the new investment types found in the average client’s portfolio, you’re not alone. …
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The Value of a Certified Divorce Financial Analyst
Although most professionals understand the need for advice that’s specifically geared to the financial issues in divorce, occasionally, a potential client asks me why they need a Certified Divorce Financial Analyst (CDFA). When so much money is already being spent on legal fees, does the average divorcing client need a specialized financial expert? The reality …
Opening Multiple 529s per Beneficiary: A Guide to Help You Get Started
529 plans are a strategy that many use to save for a loved one’s college education. Although most people are familiar with the benefits of a 529 plan, there are some lesser-known benefits of having multiple 529 plans for one child. For many, simplification of their investment strategy is their number one goal. If this …
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Hacks for Your Health Savings Account
More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for unexpected medical expenses or even to cushion healthcare spending in retirement. In addition to being a great option for those in a high deductible insurance …
Spring 2022 Economic Update and Investment Outlook Webinar Replay
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 Spring 2022 webinar features: A look at the US Economy and Stock Markets Geopolitical Risks Inflation Rising Rates and Fixed Income …
Spring 2022 Economic Update and Investment Outlook Webinar ReplayRead More
Understanding your Restricted Stock Units (RSUs)
Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the company’s stock or, in some cases, a cash payout. RSUs can be a very beneficial form of compensation, but they require specific and careful tax …