Blog
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.
It Was the Strangest of Times
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...
Read MoreHow is the Coronavirus Effecting Purpose Planning?
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...
Read MoreMarket Correction Territory
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...
Read MoreWhat Medicare Covers- And What it Doesn't
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...
Read MorePurpose Planning is Taking Bold Stand with Children of Fallen Heroes
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...
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2020 RMD and Tax Season Information
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...
Read MoreTension in the Middle East
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...
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