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Blog

man, woman and child holding hands on seashore by Natalya Zaritskaya courtesy of Unsplash.
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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Two yellow balloons with smiley faces on them
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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magnifying-glass.green-background-overlooked -retirement-expenses-and-how-to-plan-for-them
Sandra Purdom | Sep 12, 2025

Overlooked Retirement Expenses (And How to Plan for Them)

Retirement
Finance
Health
Tax Planning
Family
Real Estate

A comfortable retirement doesn’t come with a fixed price tag.

Expenses can change over time, and some of the most important ones are easy to overlook.

That’s one

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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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Memphis, TN 38119

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