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Blog

brown and white abstract painting by Kendall Scott courtesy of Unsplash.
Sandra Purdom | Sep 20, 2024

7 Milestones At Age 50 & Above

Retirement
Turning 50 soon? 65? 73? Use this guide to help keep track of each milestone birthday and the role it can play in your overall financial wellness.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Sandra Purdom | Sep 13, 2024

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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An assortment of sushi, rice, and seaweed.
Sandra Purdom | Sep 10, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than

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A trail in a forest splitting into two divergent paths.
Sandra Purdom | Aug 23, 2024

How to Beat Investing FOMO: The Power of Patient Wealth Building

Investments
Finance

Can you relate to any of the following?

  • “I should have bought that stock before the company went public!”
  • “What a shame — I wish I had invested in that new
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Sandra Purdom | Aug 16, 2024

A Guide to Pensions & Retirement Benefits

Retirement
Investments
Tax Planning

How much do you really know about retirement benefits?

If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement

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handshake
Sandra Purdom | Aug 9, 2024

What are Employee Stock Options, and why should I care?

Finance
Investments

As a young gun in the industry, you might not care about your employee stock options, but for those who pay attention, there are potential benefits. In this

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Digital art image of a business person looking through a large set of binoculars.
Sandra Purdom | Aug 2, 2024

3 Investment Factors that Don’t Drive Long-term Returns

Investments

As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short

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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
Sandra Purdom | Jul 29, 2024

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Hand holding a large bundle of balloons
Sandra Purdom | Jul 19, 2024

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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An elderly woman wearing brightly colored, hip clothing doing a funny pose.
Sandra Purdom | Jul 15, 2024

Longevity in Retirement & What You Should Know

Investments
Retirement
Finance
Savings

How many years will your retirement last?

What are the chances you’ll live past 90?

Most of us answer those questions wrong because we don’t have strong longe

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Close-up image of an elderly hand being held by a younger-looking hand
Sandra Purdom | Jul 5, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Finance
Lifestyle
Estate Planning

First, let’s start by uncovering the most common mistake in estate planning…

Surprisingly, this frequently made mistake might already be on your doorstep. A

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Digital art of a lawyer standing next to a large document and gavel.
Sandra Purdom | Jun 21, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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