Blog

Filter Blog by:
Traditional or Roth – Which IRA Works for You?

Blog

Traditional or Roth – Which IRA Works for You?

By Michael Gruidel, Financial Planning Administrator Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

Read More
The Cost of Infertility: How to Navigate the Finances of IVF

Blog

The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private part of their life.

Read More
Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

Blog

Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

Read More
Under the Influence – Do Some Good, Save Some Taxes!

Blog

Under the Influence – Do Some Good, Save Some Taxes!

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My great grandparents were avid tithers.  They were a lower middle- income family. However, that did not deter them from giving to their church.  I remember as the donation plate was passed along down the pews every Sunday, my grandfather would always give me the money to place in the tray.

Read More
Ep 13: Tax Planning

Blog

Ep 13: Tax Planning

Today we are joined by Stephen Miller who is the newest member of the Armstrong and Purselley Wealth Management Group. As we are heading into tax season, we thought this would be a great opportunity to introduce Stephen and review some of the changes that were made and how they might impact you. Resources: https://www.ubs.com/global/en/media/display-page-ndp/en-20190306-financial-security.html Subscribe To The Show On Your Favorite App:

Read More
What to Expect From Low Volatility Investing: Insight into QBI Strategies

Blog

What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

Read More
Ep 11: Advice Matters With Jamie Hopkins

Blog

Ep 11: Advice Matters With Jamie Hopkins

We are joined today by Jamie Hopkins who is the Director of Retirement Research at Carson Group. Jamie helps us tackle a rather broad topic today which is how we can quantify the value of an advisor. So in order to address this issue, we look at a few notable studies that explain what the 4 pillars of value are and how you can use them to evaluate a financial advisor. Subscribe To The Show On Your Favorite App:

Read More
How to Finish Strong this Tax Planning Season

Blog

How to Finish Strong this Tax Planning Season

Like gardening or working out, tax planning is one of those activities where you get out of it what you put into it. Plenty of us have a weight bench gathering dust in the garage that hasn’t gotten us into any better shape, or a plot in the backyard that just won’t grow anything because we never weed it. Tax planning is similar in the sense that you can put work in on the front end that you’ll reap benefits from later.

Read More
5 Things to Watch in the First Quarter of 2021

Blog

5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so pervasive in our everyday lives we hardly notice the details going by.

Read More
Under the Influence – Learn by Example

Blog

Under the Influence – Learn by Example

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor As I have discussed before, I started this blog as a representation of how I grew up and the influence my adolescence still weighs on my adult life. I often write about the “clinical” side of money issues while bringing the human “real life” component to the discussion.

Read More