The Pearl Planning Blog
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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Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a tricky topic for many couples. 💡 The Avoidance Trap Money […]
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