Month: October 2024
Your benefits package includes perks that you may not even know about. 😮 Are you familiar with the legal services benefits available to you at U of M? 💼 This […]
With the 2024 presidential weeks away, you may be wondering how the election results may impact your finances and money. This quarter’s Pearl Planning investment and economic update webinar focuses […]
Looking for trusted financial advice for your friends or family? At Pearl Planning, we’re here to help. Whether you’ve had a friend ask, “Who do you trust for financial planning?” […]
Have you reviewed your life insurance recently? ⏳ It’s easy to overlook, but making sure you have the right amount of coverage is crucial. 🛠️ University of Michigan employees can […]
Listen up University of Michigan employees! 📢 👉 Are you taking full advantage of the health savings account (HSA) option? HSAs can be a powerful financial tool. Not just for […]
We often talk about naming beneficiaries for IRAs, 401(k)s, and 403(b)s, but what about your taxable investment accounts? A Transfer on Death (TOD) agreement is an easy solution to […]