The Pearl Planning Blog
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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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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