Melissa Joy, CFP®
Market downturns and economic slowdowns can feel unsettling—but they’re also opportunities to take control of your financial life. Here’s a quick, actionable checklist of things to do during a bear […]
President Trump’s “Liberation Day” tariff announcement on Wednesday, March 2nd, sent shockwaves through US and global trading markets for the remainder of the week. I am writing this as of […]
Required Minimum Distributions (RMDs) can be complex, especially if you’ve inherited a retirement account. With recent regulatory changes, understanding when and how much you must withdraw is crucial. Old Rules […]
Welcome to Pearl Planning! Our onboarding video guides you through the exciting process of implementing your financial plan. Here’s what to expect: Getting Started: We’ll begin by opening accounts and […]
So much is happening in the economy right now—inflation, interest rates, new policies, and market uncertainty—but what does it actually mean for your financial future? In this session, Melissa Joy, […]
As we look back on 2024, we’ve celebrated everything from exciting personal milestones like weddings and births to professional achievements, such as team growth and community involvement. Our year has […]