Month: September 2024
Are you getting the most out of your University of Michigan benefits? Do you know enough about your options to make informed decisions? If you missed our recent webinar, you […]
You’re probably not thinking about mental health when you think about money. The two topics aren’t traditionally associated with each other- but that’s changing. ☹️ Money Is Emotional Money is […]
We are thrilled to announce to you the newly redesigned Pearl Planning website! Whether you’re a long-time client or just getting to know us, we hope you’ll enjoy the fresh […]
Are you afraid to talk about finances with your partner? If so, you’re far from the only one! It’s a tricky topic for many couples. 💡 The Avoidance Trap Money […]
How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a […]