The Pearl Planning Blog
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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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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