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The Pearl Planning Blog
Insurance Basics and When it’s Time to Review
Home Insurance Home insurance protects your home and the belongings inside it in the event of damage caused by fire, hail, tornadoes, or other covered events. The exact coverage depends […]
Take Advantage of Your Legal Services Benefit
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 […]
Time to Review Your Life Insurance
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 […]
Simplify Your Estate Planning with a Transfer on Death (TOD) Agreement
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 […]
Maximize Your Benefit Options This Year
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 […]
Health Insurance Options For Retirement
Dreaming of retiring in your 50s? Walking away from your company’s health insurance can be a major roadblock . Finding the right health insurance can be a scary proposition because […]
Why Reviewing Your Beneficiaries Matters
As you plan for your financial future, you’ve likely considered various aspects such as savings, investments, and insurance. However, one crucial yet often overlooked aspect of financial planning is reviewing […]