The Pearl Planning Blog
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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529 plans are a strategy that many use to save for a loved one’s college education. Although most people are familiar with the benefits of a 529 plan, there are […]
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More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for […]
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Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the […]
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As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be […]
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The year is off to a volatile start, with January looking like the worst month for the United States stock market since March of 2020. In this article, we will […]
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Lately, there has not been a dull moment when it comes to tax updates. That being said, we have another tax update for you, this time relating to a new […]
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This time of year, many of us begin thinking about how we can help the causes closest to our hearts. It is the season of giving after all! When making […]
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Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping […]
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In previous posts, we have discussed Roth conversions being a potential option when you have phased out of the contribution limits for a Roth IRA. Today, we will be discussing […]
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