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Blog

Sandra Purdom | Aug 18, 2023

Know the benefits of regular investing

Focusing on the long term can pay off for investors. Whether the goal is saving for a house, college, retirement or a legacy, making a long-range plan—and
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Woman with graduation cap looking at the sky
Sandra Purdom | Aug 4, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Close up portrait of child giving two thumbs up
Sandra Purdom | Jul 25, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Elderly woman and younger woman having a conversation
Sandra Purdom | Jul 10, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Two older businesspeople looking at a tablet screen
Sandra Purdom | Jun 30, 2023

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Outdoor pool next to ocean.
Sandra Purdom | Jun 6, 2023

How to Protect Your Finances While Traveling On Vacation

Education
Lifestyle
Family
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Sandra Purdom | May 25, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Hand holding a page with several charts on it
Sandra Purdom | May 18, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Children sitting on a bench together.
Sandra Purdom | Apr 5, 2023

Business Owners’ Personal and Family Security Risks

Lifestyle
Risk Management
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures
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coins in a cup with growing plant
Sandra Purdom | Mar 30, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Sandra Purdom | Mar 20, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Focused young woman shopping online on her laptop
Sandra Purdom | Mar 7, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Memphis, TN 38119

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