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Under the Influence – Let’s Talk Social Security

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I remember when I was young, my great grandfather Lloyd made a joke once about his annual cost of living adjustment (COLA) he received on his social security check.  He told my grandmother while laughing “look hon …

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Under the Influence – Mind the Gap

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My husband and I recently purchased an older home.  It had gaps everywhere.  The foundation had shifted, the walls were cracked and not all of the windows closed properly.  Although these gaps appeared to be harmless, t …

Under the Influence – What are You Willing to Do Today?

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I recently attended an event in which the speaker discussed how to build a legitimate business and become a bona fide businesswoman.   She asked the following question during her presentation: What are you willing to do today? 

Under the Influence – The Retirement Blues

By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor How is it that some people flourish in retirement while others seem to manage it poorly?

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 Sun …

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 …

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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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