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Blog

Two people at work high fiving at a desk
Sandra Purdom | Feb 23, 2024

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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Person holding jar of coins with a 'savings' label
Sandra Purdom | Feb 16, 2024

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in the past year — and you’d like to do
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A brain surrounded by circles representing brain waves
Sandra Purdom | Feb 12, 2024

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Investments
Finance
Lifestyle

In a perfect world, every money decision we make would be totally rational.

We’d consider all of the facts. Then, we’d balance them with the risks to make the

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Man in a graduation cap and gown
Sandra Purdom | Feb 2, 2024

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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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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