Melissa Joy, CFP®
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 […]
Retirement planning has more nuances than most people realize. 😳 Do you know whether you’re under or over-contributing to your savings? 📉 This month we’re focusing on University of Michigan […]
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 […]