Category: Under the Influence

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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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    Under the Influence – My View from my Home 2020

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    Under the Influence – My View from my Home 2020

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My blogs have always focused on how I have been influenced over the years by my own life experiences.  I make a point of using my own personal life as a teaching tool for others.    Today I want to write a different type of blog:  What has 2020 taught me?

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    Under the Influence – You CAN teach an old dog new tricks!

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    Under the Influence – You CAN teach an old dog new tricks!

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor I am living proof that an old dog can be taught new tricks.  I know some will say 47 years old is not really old, and I would agree.  However, I learned to do two activities that I definitely should have learned in my youth.   

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    Under the Influence – The Cost of Saying Yes

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    Under the Influence – The Cost of Saying Yes

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor How to finally stop financially supporting your adult children.  Cutting the cord can be difficult, but if you don’t you could be risking your own financial security and that’s not okay.

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