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 impact investors. Watch and learn: The current inflation drivers and their potential impact The impact of an election year on the stock market How to…
Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)
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 sure they aren’t overlooking opportunities with their investments and want to be proactive in lowering their taxes, this is the webinar for you! Watch and…
Category: Financial Planning , Investments
Celebrating Melissa Joy’s Recognition as Top Women Wealth Advisor by Forbes
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, by Forbes. Amidst a landscape marked by economic uncertainty and market volatility, Melissa Joy has stood out as a trusted guide for investors navigating today’s…
Category: Pearl News
2023 Year-End Planning Webinar
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 tax and financial updates in this informative virtual event. The presentation topics include: · Investment & Market Review · Retirement Savings & Roth Conversions ·…
Taking Care of Long-Term Care
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 the care can be both emotionally and financially challenging for individuals as well as their families. In this blog we will look at the importance…
Category: Insurance , Retirement
Is Social Security a Good Investment?
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 and had structured his business as an S-Corporation. He could either pay himself a large salary, and maximize the payments into Social Security, or pay…
Category: Business Owners , Investments