The Pearl Planning Blog
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 […]
Read MoreAs 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 […]
Read MoreMy 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 […]
Read More🎓 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 […]
Read MoreYour 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 […]
Read MoreWith 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 […]
Read MoreLooking 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?” […]
Read MoreHave 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 […]
Read MoreListen 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 […]
Read MoreWe 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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