Dexter 734.274.6744 | Grosse Pointe 313.486.9634 | Birmingham 248.795.1133 ext. 407 | Charlevoix 989.262.0100

Client Access Right Capital

college financial planning

Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar Replay

November 8, 2022// by Alexa Kane, CFP®, CDFA®

Click here to watch our webinar replay topic of college savings. The presentation will cover specifically the Michigan MESP 529 Savings Plan as well as college costs and future projections. Jennifer Uhlar, Sr. Tuition Financing Consultant with TIAA and Alexa Kane CFP® of Pearl Planning will be presenting this informative webinar. Need to chat now …

Michigan MESP 529 Savings Plan – Everything You Need To Know – Webinar ReplayRead More

How to Pay for College with Ann Garcia – Book Club Replay

October 13, 2022// by Melissa Joy, CFP®, CDFA®

Click here to watch our Pearl Planning Book Group discussion about paying for college with a guest appearance from the author of How to Pay for College, Ann Garcia. Need to chat now about your accounts or financial plan? Links to schedule an update with one of our team members are HERE. While we are familiar …

How to Pay for College with Ann Garcia – Book Club ReplayRead More

Episode 86: Demystifying the FAFSA Form with Ann Garcia

October 19, 2021// by Melissa Joy, CFP®, CDFA®

In this episode Melissa Joy, CFP, ® and Ann Garcia, CFP®, a financial advisor and author of the popular College Financial Lady blog, discuss the FAFSA form and strategies to maximize financial aid and merit scholarships, find out how to qualify for tax credits and other benefits. If you have a student applying for college this …

Episode 86: Demystifying the FAFSA Form with Ann GarciaRead More

Welcome to the 52 Pearl Weekly Money Wisdom Podcast! Hosts and financial planners at Pearl Planning, Melissa Joy, CFP , Melissa Fradenburg, and Alexa Kane, CFP will roll out a new episode each week with wisdom and actionable advice to improve financial decisions. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our office at (734)274-6744 or the Grosse Pointe office at (313)486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.