The Pearl Planning Blog
Your benefits package includes perks that you may not even know about. 😮 Are you familiar with the legal services benefits available to you at U of M? 💼 This […]
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With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]
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Looking for trusted financial advice for your friends or family? At Pearl Planning, we’re here to help. Whether you’ve had a friend ask, “Who do you trust for financial planning?” […]
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Have you reviewed your life insurance recently? ⏳ It’s easy to overlook, but making sure you have the right amount of coverage is crucial. 🛠️ University of Michigan employees can […]
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Listen up University of Michigan employees! 📢 👉 Are you taking full advantage of the health savings account (HSA) option? HSAs can be a powerful financial tool. Not just for […]
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We often talk about naming beneficiaries for IRAs, 401(k)s, and 403(b)s, but what about your taxable investment accounts? A Transfer on Death (TOD) agreement is an easy solution to […]
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Retirement planning has more nuances than most people realize. 😳 Do you know whether you’re under or over-contributing to your savings? 📉 This month we’re focusing on University of Michigan […]
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Are you getting the most out of your University of Michigan benefits? Do you know enough about your options to make informed decisions? If you missed our recent webinar, you […]
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You’re probably not thinking about mental health when you think about money. The two topics aren’t traditionally associated with each other- but that’s changing. ☹️ Money Is Emotional Money is […]
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We are thrilled to announce to you the newly redesigned Pearl Planning website! Whether you’re a long-time client or just getting to know us, we hope you’ll enjoy the fresh […]
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