December 17, 2024 | 1:49 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Divorce is by far one of the most intense, highly emotional transitions one can endure. Whether amicable or tumultuous, divorce signals the start...

November 18, 2024 | 3:37 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management The holiday season is already upon us. It seems that Christmas decorations appear in stores earlier each year. I first noticed them in...

October 14th, 2024 | 2:44 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management When it comes to retirement planning, a common option discussed is the Roth IRA.  Among other benefits, a Roth IRA offers significant tax...

August 12th, 2024 | 10:45 AM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Life is full of unpredictable events and surprises. No matter how carefully we plan our days, weeks, months, or even years, life has a way of...

June 27th, 2024 | 3:22 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Achieving financial independence and retiring early is a journey that requires dedication, planning, and smart decision-making. If you can identify...

June 4th, 2024 | 2:07 PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management If you have been an adult for any length of time, you have come to learn that life has many twists and turns along the way – both positive and...

May 16th, 2024 | 3:00PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Do you believe the lifestyle you lived while married is going to continue on after your divorce? How many times have you heard others talk about how...

April 22nd, 2024 | 1:30PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management The key to finding financial peace of mind begins with putting yourself first. First, you must take the time to cultivate a sense of security and...

December 5th, 2023 | 12:30PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management Numerous questions arise when it comes to identifying the essential ingredients for ensuring peace of mind about your future. Drawing from my...

Your golden years are supposed to be your most relaxing. Therefore, you want to make sure your exit from the workforce doesn’t eventually lead to running out of money. Whether you’re currently employed and planning for the future or already retired, it’s always wise...

Pearl Capital Management Welcomes Teresa Milner, a Compassionate CDFA ® Specializing in Guiding Women through Divorce Transitions.Pearl Capital Management proudly introduces its newest, Senior Wealth Advisor, Teresa Milner, a seasoned Financial Advisor with a unique...

Whether you’re nearing retirement age, have a significant disability or are struggling to meet your basic needs, you may be entitled to Social Security. This federal program includes several different components that can provide valuable financial assistance...

Many seniors start to search for ways to occupy their time and make money after retirement. Getting into the house-flipping market is a great way to do both of those things and add some excitement to your life. If you're considering house-flipping as a new business...

If you don't know where to find the first member of your staff, we've got you covered. If you’ve been running a solo operation for a while, the idea of hiring your first employee may feel overwhelming. Can you really trust someone else to handle the work you do every...

Home renovations can be exciting, but paying for them requires a lot of planning. If you aren’t careful you could end up with unnecessary debt. The best way to pay for a home improvement, be it a kitchen refresh or emergency roof repair, is to use cash savings—it...

When youths get close to aging out of foster care, it’s important to plan for emancipation. Aging out of foster care — or emancipating — is the termination of court jurisdiction over youths formally in foster care. U.S. federal law requires a transition plan to be...

Just as we fuel our bodies with food, it is just as important to fuel our minds with information for continued growth. Being self-motivated to continuously learn about our career and industry, our hobbies and passions, and the world around us, allows us to constantly...

Without a global pandemic and economic recession, financial planning is difficult to do alone. That’s why we talked to financial planners and advisors nationwide to develop the best money tips we could find. These aren’t get-rich-quick ideas; they’re positive,...

Guess where most young adults get their financial advice. Is it their parents? Nope. Not a teacher or professor either, and definitely not someone at a bank or an investment company. It’s the savants of all financial wisdom – the ones on social media! Warren Buffett...

Financial success means something different to everyone. To one, it may mean having a net worth over $1 million; to someone else it may mean simply being debt free. Regardless of where you stand, it’s important to know what financial stability looks like. You want to...

I recently got a promotion and figured it was a great time to start really hashing out my finances. I wanted to make a financial plan of some kind, but wasn’t sure where to start. When I reached out to experts on the matter, many of them referenced the six steps in...

You may think you don’t need a financial advisor if you’re not rich, but the truth is that, depending on your situation, having one may benefit you. For many people, the expert advice and guidance they receive from working with one of these professionals far outweigh...

In an unpredictable economy marked by ongoing layoffs and inflation, women across all generations may feel as though reaching their financial goals is a journey riddled with roadblocks. No matter the kinds of goals women have, generations they belong to or personal...

A recent GOBankingRates survey of over 1,000 women found that an alarmingly high percentage of women — 57% — are not investing. The survey also found that the most common investment vehicle among women is a workplace retirement plan, such as a 401(k) or 403(b), but...

There is no denying it. No industry has cumulatively created more wealth in the history of humankind than real estate. But for whatever reason, many people still remain skeptical about joining the fray. That said, real estate investing isn’t a guaranteed road to...

When it comes to keeping yourself financially accountable, use these tips to actually keep and reach your goals. Turn Dreams into Goals Dreams are something the heart wants and the mind can envision. Whether that’s opening your own business, retiring early, taking a...