The Pearl Planning Blog

Changes to FAFSA and Financial Aid

By Melissa Joy, CFP®, CDFA® | November 11, 2024
figuring out 2024 FAFSA changes

Did you know the FAFSA application for financial aid just got a big overhaul? 🎓 There have been MAJOR adjustments that could impact how much aid you receive. You definitely […]

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2025 & Beyond: Your Post Election Investment & Economic Perspective

By Melissa Joy, CFP®, CDFA® | November 8, 2024
I voted stickers

As we turn the corner from the election season that dominated the 2024 news cycle, we have results and perspective for what’s next when it comes to investments and the […]

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All About FSAs with Alexa Kane, CFP®, CDFA®, AIF®

By Alexa Kane, CFP®, CDFA® | November 6, 2024
FSAs with Alexa Kane

My company offers a Flexible Spending Account. What even is that? Flexible Spending Accounts, or FSAs are tax-advantaged accounts that you can use to pay for eligible expenses like medical […]

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Navigating College Scholarships and Funding

By Melissa Joy, CFP®, CDFA® | November 4, 2024
scholarship myths debunked

🎓 Have you always thought scholarships were just for the elite? Think again! Many people believe college scholarships are exclusively for top athletes and academic superstars. The truth is that […]

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Take Advantage of Your Legal Services Benefit

By Melissa Joy, CFP®, CDFA® | October 28, 2024
Navigating your legal services benefits at U of M

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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Why Elections Matter for Your Money: Video Replay with Key Insights for Investors

By Melissa Joy, CFP®, CDFA® | October 25, 2024

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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How Pearl Planning Supports The People Who Matter Most to You

By Melissa Joy, CFP®, CDFA® | October 21, 2024
Need financial guidance? We're here.

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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Time to Review Your Life Insurance

By Melissa Joy, CFP®, CDFA® | October 21, 2024
Do you know your U of M life insurance options?

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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Know Your Health Savings Account Options

By Melissa Joy, CFP®, CDFA® | October 14, 2024
U of M health savings accounts explained

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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Simplify Your Estate Planning with a Transfer on Death (TOD) Agreement

By Alexa Kane, CFP®, CDFA® | October 10, 2024
transfer on death agreements with alexa kane

  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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