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Blog

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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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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man, woman and child holding hands on seashore by Natalya Zaritskaya courtesy of Unsplash.
Sandra Purdom | Jul 2, 2026

Set for Life

Insurance
Complete these tasks to help determine your life insurance needs
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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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Memphis, TN 38119

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