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Blog

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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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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Bluff City Advisory Group

7906 Players Forest Drive
Memphis, TN 38119

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