The Pearl Planning Blog

How to Plan For a Retirement That Fits Your Lifestyle

By Melissa Joy, CFP®, CDFA® | August 12, 2024
how to plan for a retirement that fits your lifestyle

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 […]

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Market Drawdowns in August 2024: A Guide to Managing Your Investments and Emotions

By Melissa Joy, CFP®, CDFA® | August 9, 2024
Market Drawdowns in August 2024: a guide to managing your investments and emotions

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 […]

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Thinking About Retiring Comfortably In Your 50s?

By Melissa Joy, CFP®, CDFA® | August 5, 2024
Thinking about retiring comfortably in your 50s?

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 […]

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Why Reviewing Your Beneficiaries Matters

By Melissa Joy, CFP®, CDFA® | July 30, 2024

As you plan for your financial future, you’ve likely considered various aspects such as savings, investments, and insurance. However, one crucial yet often overlooked aspect of financial planning is reviewing […]

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Are You a “Super Saver” for Retirement?

By Melissa Joy, CFP®, CDFA® | July 22, 2024
Are you a super saver for retirement?

If you’ve been laser-focused on saving since your 20s, opened a Roth IRA early and you’ve stayed committed to saving every step of the way … you’re officially a 🌟 […]

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Are You a “Middle of the Road” Saver?

By Melissa Joy, CFP®, CDFA® | July 15, 2024
Are you a middle of the road saver?

Are you feeling unsure about your retirement savings? Don’t worry; you’re not alone. There are 3 categories of savers, and if you fall into the “Middle of the Road” Saver […]

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2024 Summer Economic Update (Webinar)

By Melissa Joy, CFP®, CDFA® | July 12, 2024
Summer Economic Update Webinar

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]

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Are You a “Starting Late” Saver?

By Melissa Joy, CFP®, CDFA® | July 8, 2024
Are you a starting late saver?

👩‍💼 Are you feeling way, way behind when it comes to saving for retirement? Don’t worry; you’re not alone. There are 3 categories of savers, and if you fall into […]

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When Should You Get Serious About Saving For Retirement?

By Melissa Joy, CFP®, CDFA® | July 1, 2024

As women, we often prioritize everyone else’s needs over our own. Get over it. When it comes to retirement savings, you have to put yourself first. Nodding your head with […]

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How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

By Melissa Joy, CFP®, CDFA® | June 18, 2024

Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? […]

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