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Blog

Ten key accounting calculator on a soft yellow desk
Sandra Purdom | Jan 26, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Icon of a red elephant looking at a blue donkey, placed on top of the American flag.
Sandra Purdom | Jan 12, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 U.S. Presidential Elections are taking center stage. It’s also
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Notebook containing dates with a pen
Sandra Purdom | Jan 5, 2024

A Year of Resilience and Growth in the Face of Challenges

Stock Market
A new year is here, and it's a tradition to pause and reflect on the past twelve months. Here's a recap of the lessons 2023 has brought us and what to know as
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Sandra Purdom | Jan 2, 2024

2023 Market Chartbook

Find out how the market performed in 2023. 

2023 Market and Economic Chartbook
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A man sitting on a bench watching a plane take off
Sandra Purdom | Dec 14, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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A black and white image of a couple laughing
Sandra Purdom | Dec 8, 2023

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Toddler standing at the bottom of a stone staircase
Sandra Purdom | Dec 4, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Couple walking in a field with the ocean in the background
Sandra Purdom | Nov 10, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Man sitting on a park bench and working on a laptop
Sandra Purdom | Nov 3, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Set of keys beside miniature house
Sandra Purdom | Oct 26, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Business page of a newspaper
Sandra Purdom | Oct 2, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
Sandra Purdom | Sep 26, 2023

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Memphis, TN 38119

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