The Pearl Planning Blog
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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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 […]
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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 […]
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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. […]
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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 […]
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The Inflation Reduction Act, a version of last year’s Build Back Better, passed in mid-August 2022 and is meant to help bring inflation back down to normal levels and combat […]
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Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our […]
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The team at Pearl Planning is proud to announce that its President, Melissa Joy, CFP®, CDFA®, was named to the Investopedia 100 Top Financial Advisors of 2022. Melissa was one […]
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