The Pearl Planning Blog
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 […]
Read More
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 […]
Read More
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 […]
Read More
How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a […]
Read More
When it comes to retiring early (like in your 50s!), the first question I often hear is, “Where will my monthly income come from?” I’m glad you asked! Because when […]
Read More
Dreaming of retiring in your 50s? Walking away from your company’s health insurance can be a major roadblock ⛔️. Finding the right health insurance can be a scary proposition because […]
Read More
If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is a special type of individual retirement account that offers unique […]
Read More
You think you have enough money to retire in your 50s? If that’s your dream, let’s talk about reality. I have this conversation all the time, and I’m not saying […]
Read More
Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of investing. As we navigate through the current market downturn in […]
Read More
When do you picture yourself retiring? Wouldn’t it be nice if it was sooner than you think? Don’t write off the idea. 🌟 It could be possible! 🌟 Many people […]
Read More