The Pearl Planning Blog
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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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 […]
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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 […]
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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 […]
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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 […]
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