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Blog

Woman sitting on a rock looking out at lake. In the distance is a large mountain range
Sandra Purdom | Sep 15, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Grandmother with child
Sandra Purdom | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Two women meeting in an office space.
Sandra Purdom | Sep 1, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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person using MacBook Pro on table by Jason Briscoe courtesy of Unsplash.
Sandra Purdom | Aug 28, 2023

The Elusive Buy/Sell Strategy of Perfect Timing

Trying to buy or sell assets based on absolute market highs or lows may produce lower returns.
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Sandra Purdom | Aug 18, 2023

Know the benefits of regular investing

Focusing on the long term can pay off for investors. Whether the goal is saving for a house, college, retirement or a legacy, making a long-range plan—and
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Woman with graduation cap looking at the sky
Sandra Purdom | Aug 4, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Close up portrait of child giving two thumbs up
Sandra Purdom | Jul 25, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Elderly woman and younger woman having a conversation
Sandra Purdom | Jul 10, 2023

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Two older businesspeople looking at a tablet screen
Sandra Purdom | Jun 30, 2023

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
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Outdoor pool next to ocean.
Sandra Purdom | Jun 6, 2023

How to Protect Your Finances While Traveling On Vacation

Education
Lifestyle
Family
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Sandra Purdom | May 25, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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Hand holding a page with several charts on it
Sandra Purdom | May 18, 2023

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Memphis, TN 38119

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