Taxes

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The Tariff Trap: How to Navigate Today’s Economic Uncertainty

By Melissa Joy, CFP®, CDFA® / April 4, 2025

President Trump’s “Liberation Day” tariff announcement on Wednesday, March 2nd, sent shockwaves through US and global trading markets for the remainder of the week. I am writing this as of […]

Important Information for Filing Your 2024 Tax Return

By Melissa Joy, CFP®, CDFA® / January 15, 2025

As you prepare to file your taxes this year, we want to help make your life a little easier. Below, you’ll find a comprehensive guide with important dates, resources, and […]

Why Elections Matter for Your Money: Video Replay with Key Insights for Investors

By Melissa Joy, CFP®, CDFA® / October 25, 2024

With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]

What Issues Should I Consider When Dealing With High Inflation?

By Melissa Joy, CFP®, CDFA® / August 12, 2022

Inflation is a topic that is on everyone’s mind. It is one of those issues that confronts us every time we go to the grocery store or fill up our […]

Hacks for Your Health Savings Account

By Melissa Joy, CFP®, CDFA® / May 10, 2022

More often in recent years, we have found ourselves talking to clients about the value of a Health Savings Account (HSA). HSAs can be a valuable tool to help prepare for […]

Understanding your Restricted Stock Units (RSUs)

By Melissa Joy, CFP®, CDFA® / April 11, 2022

Restricted Stock Units (RSUs) are a form of equity compensation that can be provided by an employer. RSUs vest over time and allow an employee to receive shares of the […]