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Blog

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Sandra Purdom | Dec 12, 2025

Roth or Regular?

Retirement
Taking advantage of a Roth contribution option can give you some flexibility in retirement
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Sandra Purdom | Nov 21, 2025

What Recent Inflation Signals Mean for Financial Planning

Finance
Savings
Investments
Retirement
Tax Planning
Credit
Risk Management
When inflation cools—even slightly—it can affect everything from interest rates to your travel budget. For anyone trying to make sense of their money right now
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Sandra Purdom | Nov 14, 2025

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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Sandra Purdom | Nov 14, 2025

The High Price of Financial Illiteracy

financial literacy
Common financial mistakes add up—and can be costly!
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Sandra Purdom | Nov 7, 2025

Will power

Estate Planning
Understanding the typical components of an estate plan
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Sandra Purdom | Oct 31, 2025

Artificial intelligence best practices

How to effectively and securely use AI tools
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Sandra Purdom | Oct 24, 2025

Building a Bridge

Retirement
Semiretirement can help bridge the gap between full-time work and complete retirement.
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Sandra Purdom | Oct 17, 2025

Avoiding scams

Learn about current scams and how to prevent them
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Sandra Purdom | Oct 10, 2025

Considerations when purchasing life insurance

Insurance
There are a number of different life insurance products and features to consider when evaluating plans.
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Hand holding a house key
Sandra Purdom | Oct 3, 2025

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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Sandra Purdom | Sep 26, 2025

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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person in black long sleeve shirt holding white ceramic mug by Priscilla Du Preez 🇨🇦 courtesy of Unsplash.
Sandra Purdom | Sep 19, 2025

The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Finance

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several

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Memphis, TN 38119

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