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The Pearl Planning Blog
One Big Beautiful Blog: A Financial Planner’s Guide to the 2025 One Big Beautiful Bill Act and Your Money
On July 4, 2025, President Donald Trump signed new policy and tax legislation named “One Big Beautiful Bill Act” (OBBB) into law. This bill included long-term tax policy as well […]
Spring Clean Your Finances: 20 Ways to Refresh Your Financial Life Right Now
Spring isn’t just for closets and garages—it’s also the perfect time to dust off your finances and do a little money maintenance. Whether you’re planning for retirement, juggling college costs, […]
What to Do in a Bear Market or Recession: Quick, Actionable Tips for Smart Financial Moves
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 […]
Why Financial Therapy is Gaining Ground
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 […]
How to Handle Financial Transparency in Relationships
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 […]
Our Method for Better Communication and Stronger Relationships
How well we communicate can make or break a relationship. Misunderstandings, resentment, frustration- we’ve all been there. Guess what? This applies to the client-financial advisor relationship, too! Communication plays a […]
2024 Summer Economic Update (Webinar)
Feeling a bit overwhelmed by today’s economic ups and downs? We’ve got your back! On this Summer Economic Update webinar, we’ll break it all down for you. Melissa Joy, CFP® […]
How to Retire Comfortably In Your 50’s: Everything You Need to Know (Webinar)
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)
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)
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 […]