The Pearl Planning Blog
January is often seen as a time for a fresh start. People make their resolutions and set goals. At Pearl Planning we love setting goals, and more importantly helping people […]
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Are you nearing retirement and looking for guidance on Social Security decisions? In this informative 20-minute webinar, Melissa Joy, CFP® founder of Pearl Planning, and Melissa Fradenburg, Financial Advisor, RJFS […]
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‘I’ll huff and I’ll puff, and I’ll blow your house down!’ An iconic line and terrifying statement if you are little piggy in an ill-prepared house. When we started brainstorming […]
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Speakers Melissa Joy and Joanne Giardini-Russell While many costs go down in retirement, health care continues to creep up occupying substantial financial resources as well as time. In this informative […]
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Mortgage rates have hit historic lows and many people are taking advantage of this by refinancing. If you are looking to decrease your monthly mortgage payment or reduce your interest […]
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While markets have been resilient, 2020 has been an interesting year, to say the least. With an economic recession, global pandemic, and rather divisive election season underway, it may be […]
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How do you make decisions with the Michigan auto insurance changes taking place this summer? You need to consider your personal circumstances and risks as you make decisions based on […]
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Melissa Joy recently joined financial planner Cathy Curtis to discuss how a comprehensive financial planner works with clients and the value of independent financial advice. Cathy is a friend of […]
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It turns out pandemics wear you out. This “new normal” is starting to feel like “normal-normal”, but it’s not the day-to-day that I would choose for myself, or any of […]
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This week marks a somber anniversary for my family. Last year, Jack Birdwell died unexpectedly. He was my mom’s youngest brother and always Uncle Jack to me. Jack was larger […]
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