Category: Under the Influence

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

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    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.

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

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    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? 

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    Under the Influence – The Retirement Blues

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    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?

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

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    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.

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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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    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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    Under the Influence – When a Guest Becomes an Unwanted Tenant

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    Under the Influence – When a Guest Becomes an Unwanted Tenant

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I have written several times about my family dynamics and some of the things I encountered when my grandparents passed away 5 years ago.  I felt this blog entry was of significant importance to write about.

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    Under the Influence – My Personal Experience with a Reverse Mortgage

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    Under the Influence – My Personal Experience with a Reverse Mortgage

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My grandparents raised me in a tiny 2 bedroom, 1 bathroom home.  My great-grandfather, Ernest, built this house when he came home from World War II.  Lucile, my great grandmother, decided about 35 years ago to finally gift this house to my grandparents, Glen and Janet, as part of their inheritance.

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    Under the Influence – 7 Rings

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    Under the Influence – 7 Rings

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor While top-rated pop star Ariana Grande’s song “7 Rings” talks about complete self-indulgence, it’s not sound financial advice. 

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