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Blog

a person stacking coins on top of a table by Towfiqu barbhuiya courtesy of Unsplash.
Sandra Purdom | Jul 24, 2026

Reality Check on Your Retirement Savings

Retirement
This article discusses the importance of making sure you are on track for retirement from an early age.
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A piggy bank surrounded by question marks
Sandra Purdom | Jul 17, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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A row of hanging light bulbs, with one glowing yellow bulb standing out among the unlit bulbs against a blue background.
Sandra Purdom | Jul 9, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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Hacker in hoodie working on multiple computer screens by Julio Lopez courtesy of Unsplash.
Sandra Purdom | Jun 26, 2026

Credential Theft

safety
Finance
financial literacy
Education
Tips
Scams
Social engineering continues to be a problem and as bad actors continue to evolve their attack methods, credential theft is a popular tactic used to steal
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Sandra Purdom | Jun 22, 2026

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Emotions tend to cloud our judgment and make us impulsive, even trigger-happy.
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a row of brick building store fronts
Sandra Purdom | Jun 12, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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green plant in clear glass cup by micheile henderson courtesy of Unsplash.
Sandra Purdom | May 29, 2026

Expense Report

Retirement
Investments
Finance
Understand expense ratios to help maximize your retirement savings.
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A security and privacy dashboard with its status. by Zulfugar Karimov courtesy of Unsplash.
Sandra Purdom | May 22, 2026

Election Season Scams

Risk Management
Scams
Tips
information security
Look out for these scams during election season.
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graphical user interface, website by PiggyBank courtesy of Unsplash.
Sandra Purdom | May 15, 2026

Credit Check

Credit
Four Ways To Improve Your Credit Score Over Time
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Icons side-by-side: parchment with feather quill, hand holding a person icon, and secure vault over a red watercolor background
Sandra Purdom | May 8, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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a man and a woman walking a dog and a stroller by Frederik Rosar courtesy of Unsplash.
Sandra Purdom | May 1, 2026

Baby on Board

Risk Management
Insurance
Starting a family? Consider life insurance to protect what’s most important.
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people in black academic dress standing on green grass field during daytime by RUT MIIT courtesy of Unsplash.
Sandra Purdom | Apr 24, 2026

Invest in Their Future

Savings
Education
College
A 529 college savings plan is a great way to prepare for the rising costs of higher education.
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7906 Players Forest Drive
Memphis, TN 38119

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