Blog

Filter Blog by:
Traditional IRA, Roth IRA, tax/taxes/taxable

Blog

Should you invest in a Roth or Traditional IRA?

Multiple retirement savings vehicles are available but having options can be overwhelming. Each option comes with different rules leading to a variance of outcomes in the short-term and long-term. It’s not that dissimilar to choosing what to eat.

Read More

Blog

Financial and Medical Planning Through a Terminal Illness

As I have mentioned in my previous blogs, I was raised by my grandmother and grandfather Glen and Janet.  They had three biological daughters, and my mother was the oldest.  I was born when Grandmother Janet was 34.  While Janet lived a long life with relatively few health problems, she developed small cell carcinoma about 6 years ago which spread quickly throughout her body and ultimately to her brain.  She lived about 24 months after the diagnosis and passed away 4 years ago last October.  During one of her initial oncology visits she completed an advanced medical directive.  This document…read the full article

Read More
planning through the decades

Blog

The Progression of Financial Planning Through Every Decade of Your Life

Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.

Read More
buying a car

Blog

How to Buy a Car Without Losing Your Mind (or Your Wallet)

Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.

Read More
estate planning, financial planning,

Blog

Why You Need a Will (and You Need One Today)

Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will. The foundation of your estate plan is a Last Will and Testament. Without a will, you are leaving the disposition of your assets and the guardianship of your minor children to a court.

Read More
long term care planning

Blog

5 Reasons to Think About Long-Term Care Planning Today

I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping protect himself and his family.

Read More
retirement planning, financial advising, Carson Wealth, Omaha, Nebraska

Blog

Retirement Planning: What Are You Waiting For?

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Life is filled with unpredictable events. Children, healthcare expenses and student debt exact a large toll on many Americans.

Read More

Blog

Under the Influence – Planning for the Inevitable

When I was a child, I remember my great-grandparents Lloyd and Henrietta removing a slip from a payment book every month to send money to Laurel Land Funeral Home for their burial plots.  I was a very nosy kid and it bothered me that they ACTUALLY PLANNED on dying someday!!

Read More
retirement security

Blog

Future Funding of Social Security Is A Pivotal Piece To Retirement Security

You’ve probably heard of the three-legged retirement savings “stool.” The idea is that a quality savings plan for retirement starts with having three aspects of saving: personal savings, employer retirement savings and government-provided benefits.

Read More

Blog

Under the Influence

I am Shawndi Purselley, co-owner and founder of Armstrong Purselley Wealth Management Group. I am a CERTIFIED FINANCIAL PLANNER™ professional and business owner.  I am the wife of a business owner and together we have four great kids.

Read More