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Blog

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Sandra Purdom | Nov 1, 2024

Eight Ways to Improve and Maintain a Good Credit Score

Credit
Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job
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A grove of orange trees.
Sandra Purdom | Oct 28, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning

If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a

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pink pig figurine on white surface by Fabian Blank courtesy of Unsplash.
Sandra Purdom | Oct 11, 2024

How to Reprogram & Improve Your Money Mindset

Finance
Investments
Savings

What’s the first thing you think of when it comes to money?

Are your thoughts more positive or negative?

Whatever’s natural to you can speak to your money mindset

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Sandra Purdom | Oct 4, 2024

Seven Key Tips for Planning Elder Care

Family
Lifestyle
Retirement
Health
Disability
Noticing signs of decline in our loved ones is always hard, and making care decisions for them often feels even harder. While it's impossible to make the
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Businesswoman looking at her phone
Sandra Purdom | Sep 27, 2024

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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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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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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Memphis, TN 38119

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