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The Pearl Planning Blog
530A “Trump Accounts”: A Simple Guide for Families
Families now have a new way to save for a child’s future. As of July 4, 2026, parents and other loved ones can fund a new type of account often […]
How Michigan’s New Tax Law Affects IRA Distributions
If you are retired or planning for retirement, you may have heard about changes to Michigan tax laws and wondered how they impact your IRA withdrawals. Here is a clear, […]
Important Information for Filing Your 2025 Tax Return
As you are preparing to file your taxes this year, we want to help make your life a little easier. Below, you’ll find a comprehensive guide with important dates, resources, […]
One Big Beautiful Bill Act & Your Money (Webinar)
Wondering how the One Big Beautiful Bill Act (OB3) signed into law on July 4, 2025, could impact your financial future? Melissa Joy, CFP®, president of Pearl Planning, breaks down […]
Why Reviewing Your 2024 Tax Return is More Important Than Ever
As tax season wraps up, it’s essential not to overlook your tax return statement, particularly with the potential tax law changes that may come in 2025. Not only are your […]
The Tariff Trap: How to Navigate Today’s Economic Uncertainty
President Trump’s “Liberation Day” tariff announcement on Wednesday, March 2nd, sent shockwaves through US and global trading markets for the remainder of the week. I am writing this as of […]
Why Elections Matter for Your Money: Video Replay with Key Insights for Investors
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 […]