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Blog

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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Children sitting on a bench together.
Sandra Purdom | Apr 5, 2023

Business Owners’ Personal and Family Security Risks

Lifestyle
Risk Management
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures
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coins in a cup with growing plant
Sandra Purdom | Mar 30, 2023

What are the Benefits of Saving Early?

Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who have just entered the workforce or have
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Sandra Purdom | Mar 20, 2023

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Focused young woman shopping online on her laptop
Sandra Purdom | Mar 7, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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colleagues gathered around talking
Sandra Purdom | Feb 24, 2023

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
Sandra Purdom | Feb 9, 2023

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Parent reading a book to their newborn child
Sandra Purdom | Jan 26, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Two yellow balloons with smiley faces on them
Bluff City Advisory Group | Jun 8, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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