Pearson Financial Planning

07/17/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

07/14/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

07/10/2026

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

07/09/2026

Looks like things are cooling off a bit. Only 21 percent of homes sold above list price in January, and on average, they sold for 97.9 percent of the asking price. But it's still a seller's market in places like Buffalo, Omaha, and Anchorage!

Source: Redfin.com, March 9, 2026.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Diane is a Certified Financial Planner™ (CFP®) professional and a Certified Financial Transitionist (CeFT®). She is committed to serving her clients' best interests and acts as a fiduciary. She specializes in working with widowed, divorced and retirement-focused individuals.

07/08/2026

Mid-sized markets with strong price growth and affordability may continue to do well. St. Petersburg, Augusta-Richmond County, and Tallahassee lead the nation in price growth.

Source: Redfin.com, March 9, 2026.

07/07/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

07/07/2026

While mortgage rates remain elevated, buyers have a wide array of homes to choose from. Inventory is up 1.5 percent year-over-year, homes stay on the market longer (66 days), and `17.2 percent of listings have price drops.

Source: Redfin.com, March 9, 2026

07/03/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

07/02/2026

🔥 The weather is warming up, so you know what that means - it's time to fire up the grill 🔥

Whether you're flipping burgers, smoking ribs, or going veggie-style with skewers, grilling brings people together one bite at a time.

🍔 What's your go-to grill masterpiece? Share your favorites below! 👇