A Checklist for Preparing to File Your Taxes

March 24, 2022 // By Melissa Joy, CFP®, CDFA®
Tax time tips from Pearl Planning

As the tax filing deadline approaches, you may find yourself asking, “Are there any last-minute tasks to complete prior to filing my taxes?” We have put together a complete checklist to make sure you remember to complete all of the essential items before you file. Do not forget any last minute 2021 contributions to your…

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Tax Loss Harvesting – A Guide for Making the Most of a Down Market

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

As an investor, the new year has reminded us of the sometimes difficult feelings that come with a down market. Reminding ourselves of the normality of market fluctuation can be unpleasant, but it is one of the many times we must remain diligent and patient as an investor. While no one loves to see a…

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