Melissa Joy, CFP®

When Should You Get Serious About Saving For Retirement?

By Melissa Joy, CFP® / July 1, 2024

As women, we often prioritize everyone else’s needs over our own. Get over it. When it comes to retirement savings, you have to put yourself first. Nodding your head with […]

How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)

By Melissa Joy, CFP® / June 18, 2024

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? […]

2024 Spring Economic Update (Webinar)

By Melissa Joy, CFP® / April 24, 2024

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 […]

Under the Radar: Overlooked Tips & Tricks For Your Investment Portfolio (Webinar)

By Melissa Joy, CFP® / March 1, 2024

  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 […]

Celebrating Melissa Joy’s Recognition as Top Women Wealth Advisor by Forbes

By Melissa Joy, CFP® / February 26, 2024

The Pearl Planning team is proud to announce the recognition of our own President and Financial Advisor, Melissa Joy CFP®, as one of the Top Women Wealth Advisors, Best-In-State, by […]

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