Alexa Kane, CFP®, CDFA®Alexa Kane, CFP®, CDFA® is a financial advisor at Pearl Planning. Reach out for a call today at 734.274.6744. Address: 8031 Main St. Suite 302 Dexter, MI 48130 pearlplan.com/about/team/alexa-kane-2/
Financial Planning
Setting and Achieving Financial Goals
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 ACHIEVE them! Here are some tips for setting and achieving your financial goals in 2021. Types of Goals Start with the Foundation – Get organized …
Year End Financial Planning: Your Resource Guide
We only have a few weeks left in one of the longest and most eventful years in most of our lives. While 2020 brought a pandemic and recession, investments so far have been resilient. Make sure that you are prepared for what is next and use this year-end guide. Important 2021 Numbers Make sure you …
2020 Year-End Tax and Financial Planning Webinar Replay
The 2020 election is behind us and we have 6 weeks before the end of the year. What are your most important financial decisions for now and next year? Sherri Stephens, Financial Advisor, RJFS & President of Stephens Wealth Management along with Melissa Joy, CFP®, Founder of Pearl Planning, will update you with important tax …
2020 Year-End Tax and Financial Planning Webinar ReplayRead More
Important Financial Numbers for 2021
We have your up-to-date numbers for 2021. Use this handy reference guide for tax rates, contribution limits, and more. Download PDF Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Securities offered exclusively through Raymond James Financial Services, Inc., member …
Fairy Tales and Finance
‘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 Halloween costume ideas for the office, I quickly suggested my favorite fairy tale about financial planning. Yes, I’m talking about the three little pigs. What? …
Is It the Right Time to Refinance?
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 expenses over the life of your loan, refinancing may be the answer. See if you should consider refinancing, what the benefits are, and what you …
Five Financial Things To Do Before Year-End
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 tempting to sit back and wait for the new year to make any moves. As the end of the year approaches, here are five financial …