Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® and Founder of Pearl Planning will be tackling some burning questions: 🔥 Inflation: Why do costs still feel high even though inflation rates are dropping?…
How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)
Are you worn out and wondering if you could leave your full-time job ahead of schedule? Or, do you worry about needing to retire for reasons outside of your control? Watch this webinar to learn about ways to transition into an early and comfortable retirement, no matter what inspires the lifestyle change. This webinar is…
Category: Financial Planning , Webinars
2024 Spring Economic Update (Webinar)
In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® explores the impact of inflation, what is happening in the market this year, and how upcoming elections may impact investors. Watch and learn: The current inflation drivers and their potential impact The impact of an election year on the stock market How to…
Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)
In this webinar, Pearl Planning President and Financial Advisor, Melissa Joy CFP® shares practical ways to level up your investment strategy in 2024. For those who want to make sure they aren’t overlooking opportunities with their investments and want to be proactive in lowering their taxes, this is the webinar for you! Watch and learn:…
Category: Financial Planning , Investments
Celebrating Melissa Joy’s Recognition as Top Women Wealth Advisor by Forbes
The Pearl Planning team is proud to announce the recognition of our own President and Financial Advisor, Melissa Joy CFP®, CDFA®, as one of the Top Women Wealth Advisors, Best-In-State, by Forbes. Amidst a landscape marked by economic uncertainty and market volatility, Melissa Joy has stood out as a trusted guide for investors navigating today’s…
Category: Financial Planning , Tax Planning
Important Information for Filing Your 2023 Tax Return
As you prepare to file your taxes this year, we wanted to help make your life a little easier. We have compiled a hub with all the important dates and information you may need to complete your taxes. First, we have this checklist to help you organize your plan for 2023 taxes. Our team here at Pearl…
Category: Financial Planning , Tax Planning