Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. By properly planning, you can lower financial …
Financial Planning
2021 Year-End Tax and Financial Planning [WEBINAR REPLAY]
What are your most important financial decisions for now and next year? Melissa Joy, CFP®, Founder of Pearl Planning, Alexa Kane, CFP®, Melissa Fradenburg, and Hannah Near, CFP®, will update you with important tax and financial updates in this informative virtual event. The presentation topics include: What to Review, Retirement Contributions, Open Enrollment, Estate Planning, …
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7 Year-End Financial Planning Moves
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 our year-end finances are in order. To help make your life a little bit easier, we have put together a year-end checklist of 7 year-end …
Utilizing your NQSOs to Help you Meet Your Goals
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 time. Deciding whether to exercise NQSOs and the timeline for subsequently selling shares can be stressful. With the proper strategy for cash flow and tax …
Maximizing the Benefits of your Incentive Stock Options (ISOs)
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 options have preferential tax treatment. Understanding how your ISOs fit into your cash flow analysis, tax plan and long-term investment strategy can help you make …
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2021 Fall Economic Update and Investment Outlook [WEBINAR REPLAY]
Melissa Joy, CFP®, Alexa Kane, CFP®, Hannah Near CFP®, CPA, and Melissa Fradenburg, Pearl Planning financial advisors, will update you on the economy and how to invest from here. This webinar features: A market update including comments on 3rd quarter volatility A summary of proposed tax legislation and potential year-end moves Review of current economic …
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