The Pearl Planning Blog
We all know how chaotic this time of year can become. With the holiday season approaching, it’s easy to allow our plates to fill up and forget to make sure […]
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Non-Qualified Stock Options (NQSOs) are a form of equity compensation that can be offered by an employer. NQSOs provide an opportunity for employees to participate in the company’s appreciation over […]
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Incentive Stock Options (ISOs) are a form of equity compensation sometimes offered by an employer. ISOs provide employees a share in the potential appreciation of a company’s value. Often these […]
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Employee Stock Purchase Plans (ESPP) allow the purchase of employer stock at a discount. This creates an incentive for employees to increase their ownership stake with the company. There are […]
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The House Democrats have released an outline detailing some proposed tax increases. These tax hikes are set to fund spending on social infrastructure build-out and climate policy. While it is […]
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In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts […]
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Do you talk openly about money with your kids? I consider myself an open book when it comes to money. If someone compliments me on my shirt, I am likely […]
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As a business owner there are many important decisions to make. Finding the right retirement plan for your business is one of these key decisions. The retirement plan you select […]
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Taxes have changed over time throughout American history. In 2021, many Americans anticipate a higher tax rate with the Biden administration. Current top income tax rates are on the low […]
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