The Pearl Planning Blog
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 […]
As we turn the corner from the election season that dominated the 2024 news cycle, we have results and perspective for what’s next when it comes to investments and the […]
My company offers a Flexible Spending Account. What even is that? Flexible Spending Accounts, or FSAs are tax-advantaged accounts that you can use to pay for eligible expenses like medical […]
🎓 Have you always thought scholarships were just for the elite? Think again! Many people believe college scholarships are exclusively for top athletes and academic superstars. The truth is that […]
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 […]