Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
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
As you prepare for file your taxes this year, we will use this page to consolidate helpful information for clients of Pearl Planning. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for your tax return. Don’t hesitate to reach out or ask …
Will My Michigan Pension Get Taxed? As you prepare for retirement, taxes may be top of mind. A 2011 change to taxation of Michigan pensions remains relevant for Michigan retirees today. Under this law, your taxation is divided up based upon your birth year (Source: Michigan.gov website): Born before 1946: Your pension is not taxed …
Our June webinar focused on Tax Aware Investment Strategies. The presentation covered topics including understanding your current & future tax situation, comparing different tax circumstances, and strategies to reduce tax costs when investing. Melissa Joy CFP® founder of Pearl Planning presented this 24- minute informative webinar. If you missed our webinar, no problem, we’ve got …
Tax Season Wrap-Up: Act Now to be Prepared for 2019 You’ve filed your taxes, or at least paid what you owe, but take a few extra steps to wrap up this tax season. Review this list for actionable steps to take to improve your tax circumstances and be prepared for next year! Share your 2018 …
This year tax season will have familiar elements as well as the implementation of new tax law. As you prepare for tax season, here is some information we’ve gathered to keep you informed. Our team here at Pearl Planning is committed to assisting you and your tax professional in gathering the information you’ll need for …
We wanted to leave you with plenty of time prior to year-end to prepare for the most important decisions you can make for your finances. This is even more important since we’re all still getting used to the Tax Cuts & Jobs Act. Melissa Joy of Pearl Planning, in affiliation with Sherri Stephens of Stephens …
2018’s Most Actionable Financial Checklist from Pearl PlanningRead More
