Pearl Financial Planning Blog
Inspiring stories for women in every stage of their financial journey
Best Financial Planners: D Magazine 2022
D Magazine released their list of Best Financial Planners for 2022. We are thrilled to be included. Gretchen Behnke is...
Key Considerations When Combining or Separating Finances in a Relationship
In this blog article, we'll explore the key considerations involved with combining or separating finances in a legal...
Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
Although tax season is behind us, you may still be feeling the sting of an unexpectedly high tax liability. If you...
5 Limiting Financial Beliefs Keeping You from Building Wealth
When it comes to building wealth, we can be our own worst enemies. Indeed, many common thoughts about money are...
Tips for a Smooth 2023 Tax Season
Consider these five tips to avoid unnecessary headaches this 2023 tax season. The 2023 tax season is officially here,...
Financial Advisor Red Flags: When to Walk Away from Your Advisor
In this article, we’re sharing five financial advisor red flags that may be an indication it’s time to move your...
What is the Debt Ceiling (And Does It Matter)?
On Thursday, January 19, 2023, Treasury Secretary Janet Yellen announced that the United States had hit its debt...
The Risks of Holding Too Much Cash
As market volatility increases, you may be tempted to abandon your investment strategy and go to cash. Indeed, staying...
Here’s What Investors Need to Know About the SECURE 2.0 Act
On December 29, 2022, President Biden signed into law a $1.7 trillion spending package. The package includes the...
5 Habits That Can Help You Retire a Millionaire
Want to retire a millionaire? Consider incorporating these five habits into your financial life and watch your savings...
Stock Market Volatility Explained: What Drove the September Slowdown?
U.S. stocks had their worst September since 2002. Here’s what’s contributing to recent stock market volatility and...