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 need to keep reading! Benefits are fantastic, but they also have fine print that can be tricky to interpret. With so many benefits available at…
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 more than just a medium of exchange. It’s deeply connected to our emotions, behaviors, and life experiences. Money represents many different things to different people….
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 look and added features. Here are some highlights we’re eager for you to explore: Our New Homepage The updated homepage offers more robust content, including…
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 talk can be stressful and tense, which often leads to one or both sides of the relationship dodging the conversation altogether. But avoiding these important…
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 MAJOR role in financial planning. We prioritize this with our clients for two reasons: it ensures accuracy and gives us information about your needs and…
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 you start pulling money out of your retirement accounts early, you have to pay penalties. That’s one of the biggest barriers ⛔️ when it comes…