Going through a divorce is one of life’s greatest emotional stressors, even when you’re the one who initiated the process. One aspect that often causes significant stress is dividing personal property. As a Certified Divorce Financial Analyst (CDFA), I’ve witnessed firsthand what can happen when emotion takes control. I’ve had clients spend thousands of dollars…
How to Manage Your Finances in the Face of Uncertainty What is the debt ceiling and how does it impact you today? The United States hit the current $31.4 trillion limit on January 19th, 2023, and has been operating under extraordinary measures since then. Treasury Secretary, Janet Yellen, has indicated that extra measures will be…
Bank failures can be a scary and concerning prospect for the public, but it is important to understand what they are, why they happen and what you can do to protect yourself. What they are – why they happen In the last year, the Federal Reserve has been increasing interest rates at the fastest pace…
Watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. Tuition Financing Consultant with TIAA and Alexa Kane CFP® of Pearl Planning will be presenting this informative webinar. Need to chat now about your accounts…
Click here to watch our Pearl Planning Book Group discussion about paying for college with a guest appearance from the author of How to Pay for College, Ann Garcia. Need to chat now about your accounts or financial plan? Links to schedule an update with one of our team members are HERE. While we are familiar…
