Blog

Filter Blog by:
Ep 21: Financial Mistakes Couples Make

Blog

Ep 21: Financial Mistakes Couples Make

Getting husbands and wives on the same page with their retirement plan can often be a challenge. Let’s talk about some of the things that couples often mess up. Subscribe To The Show On Your Favorite App:

Read More
As Gaming Industry Levels Up, So Does Its Value to Investors

Blog

As Gaming Industry Levels Up, So Does Its Value to Investors

Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

Read More
Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Blog

Proposed Bill Includes Tax Increases for High Earners, Retirement Account Changes

Last week, Democrats on the House Ways and Means Committee released a draft of their proposed tax plan, which includes changes to corporate, personal and other taxes, as well as retirement plans – though Social Security would be untouched.

Read More
Creating Awareness Around Life Insurance

Blog

Creating Awareness Around Life Insurance

There’s an old saying that with the stroke of a pen we have the ability to affect generations upon generations of lives. 

Read More
Under the Influence – Things Don’t Matter… Until They Do

Blog

Under the Influence – Things Don’t Matter… Until They Do

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor When I was around 5 years old, my grandfather installed smoke detectors in our home.  He then laid out very specific plans for me to follow.

Read More
Thinking of Social Security as Our Biggest Asset

Blog

Thinking of Social Security as Our Biggest Asset

You might have more money stashed away in the Social Security trust fund than anywhere else. In fact, what you put into Social Security very well might be your biggest asset and future source of retirement income.

Read More
You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

Blog

You’ve Got the Mini-Fridge for Your College-Bound Kid – Now Don’t Forget the Documents!

My niece’s hard work in high school paid off, and she had many fantastic options for higher education. Despite being from New Jersey, she chose a liberal arts college halfway across the country in Texas and is about to begin her junior year there.

Read More
Ep 19: You’ve Got This Babe – Learn to Say No

Blog

Ep 19: You’ve Got This Babe – Learn to Say No

We find that many women have trouble telling people no in many aspects of life. Whether it’s giving money to children, or taking care of a family member, many women worry about disappointing those around them and will put themselves in uncomfortable situations for the sake of others. On today’s show, we talk about the art of saying no, steps to put your well-being first, and how to incorporate these practices into your financial life. Subscribe To The Show On Your Favorite App:

Read More
You’ve Got This Babe – Learn to Say No

Blog

You’ve Got This Babe – Learn to Say No

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor As a woman, when was the last time you said no to someone, or said yes to your own detriment?  I know that many times I have said yes to loaning money to a friend or family member, volunteering, to  large family purchases just to regret my answer and suffer unwanted consequences. 

Read More
Ep 20: What Retirement Are You Living For

Blog

Ep 20: What Retirement Are You Living For

Everyone has a different reason, goal or something they want to accomplish in retirement. Let’s explore some of the various motivations people have in retirement and how your financial advisor can help you accomplish what you set out to do. Subscribe To The Show On Your Favorite App:

Read More