Pearson Financial Planning

06/23/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

06/22/2026

National Homeownership Month isn't just about buying a house.

It's about what a home represents inside a larger financial life.

For current homeowners, that might mean thinking about how your home connects to your broader goals. For those still renting, it might mean revisiting the timeline and understanding what steps could move things forward.

Either way, housing is one of the biggest financial decisions most people make—and it deserves more than a passing thought once a year.

If you'd like to talk through how your home fits into your bigger financial picture, I'm always happy to have that conversation.



Source: Fred.StLouisfed.org, October 1, 2025

06/22/2026

🌈 Celebrating Beth Ford: A Power of Community Icon 🌈

Beth Ford, a global thought leader and collaborator, is renowned for uniting business and policy voices. As CEO, she has prioritized innovation and community vibrancy. Named in 2024 to TIME 100 Most Influential People, Beth brings a unique perspective to trade, broadband access, and global food security.

Her dedication to addressing broad policy issues affecting working people has earned her numerous accolades, including a spot on Fortune's Most Powerful People in Business list.

Join us in celebrating Beth Ford's visionary leadership and commitment to fostering inclusive and thriving communities. 🏳️‍🌈

06/19/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

06/19/2026

🌈 Celebrating Marsha P. Johnson: A Power of Community Icon 🌈

Marsha P. Johnson, a transgender activist, is celebrated as a pivotal figure in the Stonewall Uprising of 1969, a catalyst for the modern LGBTQ+ rights movement in the United States. Alongside Sylvia Rivera, she co-founded one of the nation's first organizations dedicated to providing housing and support for homeless LGBTQ+ youth. Marsha's enduring legacy is a testament to resistance, intersectionality, and compassion, inspiring countless individuals to continue the fight for equality.

Join us in honoring her remarkable contributions and the lasting impact Marsha P. Johnson has made on the LGBTQ+ community. 🏳️‍🌈

06/17/2026

Here's a number worth sitting with: as of late 2025, the U.S. homeownership rate stands at 65.7%.

That's roughly two out of every three households.

And it's held steady—even through elevated mortgage rates and shifting market conditions.

What that tells us is that homeownership is still deeply woven into how Americans build their financial lives. It remains one of the most common ways families create memories and connect with the community.

If you're among those two-thirds, this month is a good moment to reflect on what that decision has meant for your household. If you're working toward it, know that millions of others have walked that same road.



Source: Census.gov, September 9, 2025

06/16/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

06/16/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

06/16/2026

🌈 Celebrating Abby Sugar: A Power of Community Icon 🌈

Abby Sugar, a visionary entrepreneur and lifelong learner, is renowned for her groundbreaking work in gender-equal fashion. As the founder of an innovative apparel brand, Abby has been a catalyst for change, championing q***r visibility and representation through innovative clothing designs. Her commitment to sustainability and ethical manufacturing reflects her dedication to uplifting the LGBTQ+ community.

Despite closing her clothing brand in 2024, Abby's journey continues as a fractional executive and fundraising consultant, inspiring others through her powerful voice and unwavering perseverance. Her story is a testament to the resilience and creativity that define the Power of Community.

Join us in honoring Abby Sugar's contributions and her ongoing mission to create a world where everyone can express themselves freely and authentically. 🏳️‍🌈

06/12/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.