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Blog Posts

Hierarchy of Financial Needs

Hierarchy of Financial Needs

January 18th, 2024 | 2:30PM MST Written By: Teresa Milner | Senior Wealth Management Advisor with Pearl Capital Management As we step into 2024, we are greeted with the feelings of new beginnings, fresh perspectives, and opportunities to set goals for both health and...

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5 Key Ingredients for Peace of Mind in Retirement

5 Key Ingredients for Peace of Mind in Retirement

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...

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Senior Wealth Advisor – Teresa Milner

Senior Wealth Advisor – Teresa Milner

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...

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A Guide to Social Security for Seniors

A Guide to Social Security for Seniors

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...

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The Art of Hiring: When to Start and How to Begin

The Art of Hiring: When to Start and How to Begin

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...

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How to Pay for a Home Renovation

How to Pay for a Home Renovation

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...

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Financial Empowerment for Youth Who Age Out of Foster Care

Financial Empowerment for Youth Who Age Out of Foster Care

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...

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The Power of Learning: Influential Books

The Power of Learning: Influential Books

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...

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5 Steps to Financial Success

5 Steps to Financial Success

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...

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6 Steps Women Can Take Toward Their Financial Goals in 2023

6 Steps Women Can Take Toward Their Financial Goals in 2023

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...

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6 Ways Rental Property Investing Makes You Money

6 Ways Rental Property Investing Makes You Money

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...

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6 Tips to keep you Financially Accountable

6 Tips to keep you Financially Accountable

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...

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