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 …
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Overcoming Financial Anxiety: Webinar Recap
Melissa Joy recently sat down with Lindsay Bryan-Podvin, MSW to discuss the emerging field of financial therapy. Lindsay is the state of Michigan’s first financial therapist. In addition to her practice helping high-earning couples, especially those with breadwinner women, in two to one therapy, Lindsay is publishing a book on financial anxiety (Financial Anxiety Solution: …
Why the New Little Women Offers Great Financial Lessons for Your Daughters
Yesterday, on New Year’s Day, my six-year-old daughter, Josie, told me her New Year’s Resolution: to have a summer lemonade stand. “I’m going to make my family rich,” she said. As a financial planner, we talk about money relatively openly in my house. And recently, I’ve heard Josie start to explore the concept of wealth, …
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New Year, New You— Maybe Not?
In 2020 we’re entering not only a new year but a new decade. It’s the perfect time to hit the reset button and change old habits that haven’t been serving you well. I can’t count how many times I’ve made the New Year’s resolution to lose weight only to give up by mid-February. While reflecting …
4 Tips on Holiday Budgeting for a Less Stressful New Year
Do you know what you can reasonably spend this holiday season? Overspending now may lead to a post-holiday hangover in the New Year. Whether you put all your seasonal shopping on credit cards or save up months in advance, you should have an overall budget number in mind. The bonus to planning is you …
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Make Good Decisions With Your Inheritance: Webinar Recap
Our November webinar focused on Inheritance. We covered topics including: What is an inheritance? Statistics on inheritance and maintenance of funds Strategies to increase savings and financial results after an inheritance Next steps to ensure you have an appropriate game plan Melissa Joy CFP® founder of Pearl Planning presented this 15- minute informative webinar. If …
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