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Blog

A person in a suit and hat holding a lantern and briefcase while walking through a dark setting.
Sandra Purdom | Oct 9, 2026

Six Estate Planning Assumptions Worth a Second Look

Estate Planning
Family
Insurance
Retirement
Tax Planning

It's easy to set estate planning aside once you've done a version of it. You sign the paperwork. You name a beneficiary. You mentally close the file.

The only

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man holding two white baseballs by Jose Francisco Morales courtesy of Unsplash.
Sandra Purdom | Oct 2, 2026

Are bonds still worth owning?

Education

Bonds have a reputation for being the boring part of an investment portfolio. They're supposed to provide a little stability. No drama, please! Well, the market

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Sandra Purdom | Sep 25, 2026

Why are interest rates rising?

Savings
Retirement
Lifestyle
Investments
Stock Market
Learn how rising interest rates can affect your short and long-term goals.
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Two hands forming a rectangular frame around a sunset over a winding road and mountains.
Sandra Purdom | Sep 18, 2026

More Than a Number: The Four Risks That Shape Your Retirement

Retirement
Risk Management
Health
Investments
Finance

Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works.

That's understandable. The

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A scattered pile of large white 3D numbers overlapping one another.
Sandra Purdom | Sep 11, 2026

Retirement Isn't Just About How Much You Save. It's About When.

Retirement
Risk Management
Investments
Finance
Savings

You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than

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Two women meeting in an office space.
Sandra Purdom | Sep 4, 2026

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Two people walking through a grassy coastal landscape toward dramatic rocky mountains.
Sandra Purdom | Aug 28, 2026

Permission to Spend in Retirement: A Skill Rarely Taught

Retirement
Lifestyle
Finance
Savings
Family

For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite.

Nobody teaches that part

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ripples-in-the-sand-tower-of-symmetrical-rocks
Sandra Purdom | Aug 21, 2026

Rethinking Retirement: Why True Wealth Is More Than Money

Retirement
Lifestyle
Health
Family

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.

But here’s the

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stepping stone in water
Sandra Purdom | Aug 7, 2026

What to Do With Your Next Dollar: A Financial Order of Operations

Finance
Savings
Investments
Retirement
Risk Management

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what

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Sandra Purdom | Jul 31, 2026

Making Sense of Medicare Parts A,B,C and D

Medicare
With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your
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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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Memphis, TN 38119

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