Category: Under the Influence

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    Under the Influence – Blessed to Have Been Raised by Grandparents

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    Under the Influence – Blessed to Have Been Raised by Grandparents

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor My mother was very young when I was born.  We lived at home with my grandparents and my aunts. 

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    Under the Influence:  Why Do We Ignore Our Need for Planning?

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    Under the Influence: Why Do We Ignore Our Need for Planning?

    By Shawndi Purselley, CFP®, CDFA®, Owner and Co-Founder, Wealth Advisor The road to financial fitness can be cumbersome and overwhelming.   To draw an analogy, physical fitness is much like financial fitness.  The advice given to someone seeking physical wellness is very similar to advice I would give to someone seeking financial wellness.  I realized this after my own challenges with both.  How do you begin, continue, maintain and thrive when it comes to financial and physical fitness?

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    Under the Influence- Forced to Save My Allowance!

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    Under the Influence- Forced to Save My Allowance!

    By Shawndi Purselley, CFP®, CDFA® As I’ve mentioned before, I lived most of my adolescence with my grandparents.  My grandfather Glen only had a 5th grade education.  However, he managed to own and run his own air conditioning and heating business.  We weren’t well off by any means, but we survived.  Even though my grandparents didn’t save well for their retirement years, Glen did teach me a fundamental lesson about saving money. 

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    Under the Influence – Happy Wife, Happy Life?

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    Under the Influence – Happy Wife, Happy Life?

    By Shawndi Purselley, CFP®, CDFA® Divorce is not a fun topic to discuss.  In addition, there are no shortage of horror stories out there about how poorly they can go.  While you can find many statistics online, most would agree that the divorce rate for Americans is around 40-50% and even higher (60% -73%) for subsequent marriages.   I know a thing or two about this topic! I have been divorced twice and am now happily on my third marriage.  Although statistics are not in our favor, I am determined to beat the odds.

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    Under the Influence – Financial and Medical Planning Through a Terminal Illness

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    Under the Influence – Financial and Medical Planning Through a Terminal Illness

    By Shawndi Purselley, CFP®, CDFA® As I have mentioned in my previous blogs, I was raised by my grandmother and grandfather Glen and Janet.  They had three biological daughters, and my mother was the oldest.  I was born when Grandmother Janet was 34.

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    Under the Influence – Planning for the Inevitable

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    Under the Influence – Planning for the Inevitable

    By Shawndi Purselley, CFP®, CDFA® When I was a child, I remember my great-grandparents Lloyd and Henrietta removing a slip from a payment book every month to send money to Laurel Land Funeral Home for their burial plots.  I was a very nosy kid and it bothered me that they ACTUALLY PLANNED on dying someday!!

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    Under the Influence

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    Under the Influence

    By Shawndi Purselley, CFP®, CDFA® I am Shawndi Purselley, co-owner and founder of Armstrong Purselley Wealth Management Group. I am a CERTIFIED FINANCIAL PLANNER™ professional and business owner.  I am the wife of a business owner and together we have four great kids.

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