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Under the Influence – Learn by Example

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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.

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Under the Influence – Better Late Than Never

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Under the Influence – Better Late Than Never

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I spent most of my life living paycheck to paycheck.  I left home at 18 and pregnant.  My then husband and I earned around $9,000 the year my daughter Alyssa was born.  Needless to say, we barely were able to afford groceries and formula.

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17 Things You Need to Know About the New Stimulus Package

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17 Things You Need to Know About the New Stimulus Package

Congress passed the new $900 billion economic relief and spending bill on Monday. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages of the stimulus package.

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How to Make Sense of Retirement and Estate Finance

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How to Make Sense of Retirement and Estate Finance

Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

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Estate Planning for the Family Farm and Your Legacy

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Estate Planning for the Family Farm and Your Legacy

As a financial advisor who’s spent her career in the midwest, I’ve worked with more farm families than I can count. From buying new expensive equipment to riding out the drought years, there can be millions in play even on small family operations. Estate planning – splitting up the land between the kids – can be one of the most complex parts of the journey.

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Under the Influence – I Love to Christmas Shop!

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Under the Influence – I Love to Christmas Shop!

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I love to Christmas shop, and I know I am not alone with this statement!  I love the whole shopping experience.  I love a great girl’s day out with my friends or family.  We have lunch, drink coffee from Starbucks and spend too much money.  The shopping is even better during the holiday season because I can justify spending money on others; It’s a win-win!  Even though I love a good shopping day, with the popularity in online shopping, I find it easier to cost compare in order to save...read the full article

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Ep 9: Financial Forecasting

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Ep 9: Financial Forecasting

There are plenty of financial lessons to be learned from almost every area of life. And since the Weather Channel is everyone’s favorite station to let play in the background for hours at a time, let’s see what we can learn about retirement planning from the world of weather. Subscribe To The Show On Your Favorite App:

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How the Results of the Election Could Impact the Markets and Your Financial Plan

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How the Results of the Election Could Impact the Markets and Your Financial Plan

The votes have been cast and now it’s a waiting game. Our country now faces days of a counting, recounting, accusations, potential lawsuits and a runoff election or two. Only then will we know the results of the 2020 election.

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Ep 10: Following the Financial Commandments

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Ep 10: Following the Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan. Subscribe To The Show On Your Favorite App:

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Under the Influence – Investing Is Like Driving

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Under the Influence – Investing Is Like Driving

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor This morning while I was driving to the office, I watched cars move up and down the highway.  It reminded me of the various personalities I have come across in my years as a financial advisor.  There were drivers in the slow lane, the middle lane and some in the fast lane.  I also noticed that some drivers spent most of their time weaving in and out of the three lanes. I thought about each driver’s own personality and their risk tolerance for getting from point A to point B.   It...read the full article

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