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Hello and welcome to the Purpose Planning blog. On this page of our website we will be posting periodically about certain financial vehicles we utilize, current events affecting the markets, and general information that you may find useful. We hope you enjoy the information and feel free to reach out to us through the contact page if you have any questions.

Thursday, May 28, 2020

In our second installment of Purpose Planning's employee spotlight we are talking about one of my most favorite people: ME! Haha! I've worked for Jennifer for many years now and I've spoken to most of you at one time or another, but...

Thursday, May 7, 2020

For many women like you, being financially secure is an important goal, whether you’re married, single, working, or staying home with children. This financial independence can give you a certain level of empowerment and...

Tuesday, May 5, 2020

Are you eligible for a stimulus check from the Treasury Department? As of Friday, April 24, the Internal Revenue Service said it had issued 88 million payments to individuals across the country. It plans to send out more than 150...

Thursday, April 30, 2020

Did you know that anyone registered to sell investment products can call themselves a "Financial Advisor"? It's a very broad term that can mean any number things regarding a persons experience and qualifications. On the other hand, the...

Sunday, April 26, 2020

Our clients are a huge part of our lives and we feel like we know all of you pretty well. So in the coming weeks we want to highlight each member of our exceptional team so that you all can get to know us on a deeper level. This week...

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Monday, April 20, 2020

These are uncertain times. The market is swinging widely and it's hard to watch. Painful, even. We get it. We are feeling it as well. As we prepare to see our first quarter statements, I thought it would be a good idea to take a look...

Thursday, April 16, 2020

It is mid-April. For those of you who are losing track of time and space, that may come as a real shock. I know this last month has felt like approximately 2,546 days have passed, but you're wrong. It's all wrong. Everything is wrong....

Thursday, April 9, 2020

When stock markets experience sudden downturns, investors can feel anxious and make decisions detrimental to their long-term goals. After all, when you’ve worked hard for the money, it’s painful to see your account balances...

Thursday, April 2, 2020

As you know, things are rapidly changing from day to day during these extraordinary times. One big piece of news we want to highlight is that RMDs for 2020 have been waived. If you have an RMD scheduled or planned for this year we will...

Friday, March 27, 2020

Am I the only one who feels like we are living in a movie? Someone please tell me that I am correct in my understanding that this is 2020. Never in my wildest dreams did I think I would be hoarding toilet paper and searching the city...

Thursday, March 19, 2020

The COVID-19 situation has very rapidly grown to effect almost every aspect of our daily lives. Social distancing, strains on our healthcare system and negative economic impact are dominating the headlines. Businesses are trying to...

Monday, March 9, 2020

As the headlines are reporting, the equity market has entered correction territory. By definition, “correction” means it has closed 10% below its previously established record high close. Corrections are a common...

Sunday, March 1, 2020

One of the things we get asked about time and time again is Medicare. "What is covered, what isn't. When am I eligible?" The list goes on. So we wanted to take some time to try and answer a lot of those questions. You are eligible for...

Tuesday, February 11, 2020

Here at Purpose Planning we feel that it is vitality important to invest in our community. We believe that we have a responsibility to our large military population and their families. When we serve them, our entire city reaps the...

Thursday, January 30, 2020

It's everyone's favorite time of year- TAX SEASON! We wanted to take some time to remind you of important deadlines and some quick tips to make this most wonderful time of the year go as smoothly as possible. Also, there are some...

Thursday, January 23, 2020

Please see the latest commentary from Cetera Investment Management, Middle East Tensions Go from Boil to Simmer. This commentary discusses the recent developments in the Middle East. The stock market has been resilient to the recent...

Thursday, July 21, 2016

We thought it would be it would be beneficial to comment on the UK's exit from the European Union, better known as "Brexit." For global markets Brexit caused a significant hit; however, here in the US we are recovering. The UK will...