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Blog

Hands holding a small wrapped present
Sandra Purdom | Jun 14, 2024

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Image of a sailboat sailing on a lake, with cloudy weather above.
Sandra Purdom | Jun 10, 2024

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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Parents holding their child's hands. The child is jumping
Sandra Purdom | May 31, 2024

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Savings
Sandra Purdom | May 20, 2024

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

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Two men sitting at a table and having a conversation
Sandra Purdom | May 10, 2024

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.
Sandra Purdom | May 7, 2024

Top 4 Social Media Money Scams & How to Spot Them

Investments
Finance
Lifestyle
Privacy
Savings

Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and text fraud.1

There have been more than

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Group of young professionals in a meeting. They are in a casual office setting
Sandra Purdom | Apr 26, 2024

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Sandra Purdom | Apr 19, 2024

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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An older man relaxing and laying down in an inner tube on relaxing water.
Sandra Purdom | Apr 12, 2024

Retirement nearing? Do these 5 things first.

Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel
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Watercolor style picture of 5 carrots sprouting from the ground.
Sandra Purdom | Apr 5, 2024

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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flag of U.S.A. under white clouds during daytime by Aaron Burden courtesy of Unsplash.
Sandra Purdom | Mar 21, 2024

The Next President Is Unlikely to Sink the Economy—or the Stock Market

Dire financial predictions about past presidents have usually proven to be wrong.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Sandra Purdom | Mar 4, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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