The Pearl Planning Blog
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 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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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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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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In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening in the market this year, and how upcoming elections may […]
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In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment strategy in 2024. For those who want to make […]
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The Pearl Planning team is proud to announce the recognition of our own President and Financial Advisor, Melissa Joy CFP®, CDFA®, as one of the Top Women Wealth Advisors, Best-In-State, […]
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Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa Joy, CFP® and Alexa Kane, CFP®, update you with important […]
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Long-term care is a crucial consideration of financial planning that most individuals will need as they age or face various health challenges. The need for extended care and decisions surrounding […]
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Years ago, I had a client, Chris, who asked me whether Social Security was a good retirement investment vehicle, or if he should invest the cash instead. Chris was self-employed […]
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