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Blog

man using a laptop
Sandra Purdom | Sep 5, 2025

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Woman in a suit holding a piece of paper. She is in an office setting.
Sandra Purdom | Aug 29, 2025

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Two Seats on a Beach
Sandra Purdom | Aug 22, 2025

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Sandra Purdom | Aug 15, 2025

Why Your Brain Sabotages Your Investment Plan (No Matter What the Market Does)

Investments
Finance
Savings
Risk Management

The Dow crosses 45,000. Your brain whispers: "This has to be the top."

The market drops 15%. Your brain screams: "Get out before it gets worse!"

Different

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Man sitting at a long table in front of a window. He is looking at his phone.
Sandra Purdom | Aug 8, 2025

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Sandra Purdom | Aug 1, 2025

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A row of houses along a canal
Sandra Purdom | Jul 18, 2025

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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a person typing on a laptop on a table by Sortter courtesy of Unsplash.
Sandra Purdom | Jul 11, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
Investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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side view of a car
Sandra Purdom | Jul 3, 2025

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Row of townhomes
Sandra Purdom | Jun 27, 2025

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Happy couple sitting in a park with their dog
Sandra Purdom | Jun 13, 2025

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Hand holding a bill with a red "Past Due" stamp on it
Sandra Purdom | Jun 6, 2025

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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