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 moving your funds, ensuring you stay updated at every step. Secure E-Sign Forms: Sign important documents electronically with ease and enhanced security. Personalized Service: We…
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, CFP®, shares expert insights on the latest trends, what’s worth paying attention to, and what’s just noise. More importantly, she covers what you can do…
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 been full of joy, connection, and giving back. Watch our holiday video to see the highlights and join us in celebrating a year to remember!
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 economy. Former President Donald Trump won the electoral college decisively solidifying a GOP victory in tandem with congressional Republicans with a defeat of Vice President…
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 bills, prescriptions, or even some dependent care costs. The expenses that are eligible depend on the type of FSA. There are 3 types of FSAs:…
🎓 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 EVERY student is eligible for them. 😊 They’re more accessible than you might realize. That said, there are some important details you need to know…