Investments

Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®

By Lucy Valandra / August 16, 2024

If you’re not sure what a Roth IRA is or why it’s worth considering, read on! A Roth IRA is […]

By Melissa Joy, CFP®, CDFA® / August 9, 2024

Your financial planner said there’d be days like this, and indeed, market fluctuations remind us of the inherent unpredictability of […]

By Melissa Joy, CFP®, CDFA® / July 12, 2024

Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, […]

By Melissa Joy, CFP®, CDFA® / April 24, 2024

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening […]

By Melissa Joy, CFP®, CDFA® / March 1, 2024

In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment […]

By Alexa Kane, CFP®, CDFA® / November 10, 2023

Watch our 2023 Year-End Planning Webinar replay. What are your most important financial decisions for now and next year? Melissa […]