Dexter 734.274.6744 |
Grosse Pointe 313.486.9634
Client Access Right Capital

September

Enter your information below to download the entire 2021 Guided Pearls: Your Financial Action Plan calendar!

September month view
Preview of September PDF download with space for journal entry and inspirational quote

Additional Resources

Issues to Consider Checklist:
...During a Recession or Market Correction

Issues to Consider Checklist:
Reviewing Your Investments

52 Pearls Podcast Episodes

Past Blog Posts

hand cupping an egg with 401K written on it

What Should I Do with My 401k Right Now?

Retirement accounts (including 401, 403b, 457, TSA, and IRA investors) have been ravaged by coronavirus market turmoil. Now, American workers are desperate to know how to manage their 401k effectively (SOURCE: What investors search for during COVID-19, Samantha Russell).

The answer is not the same for every person. Your circumstances are personal, but here are some considerations as you plot your next move.

Pearl Planning - no grit no pearl - financial planner advisor in Ann Arbor Dexter Michigan

Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634
Melissa.Fradenburg@pearlplan.com

Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744
melissa@pearlplan.com

Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Pearl Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Pearl Planning is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

ADV 2A  |  ADV 2B  |  Client Relationship Summary  |  Privacy Notice

Please review Important Disclosure Information set forth in the last section of this website.