BLOG
The Pearl Planning Blog
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 […]
Spring Economic Update & Investing Outlook (Webinar)
In this webinar, Melissa Joy, CFP® explores the shifting economic environment of spring 2025, offering valuable context, strategies, and action steps for investors navigating market volatility. Melissa highlights the lessons […]
2025 Winter Economic Update (Webinar)
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, […]
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 […]
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 […]