Posts by Casey Fuerst
Medicare Decisions & Your Money: What to Review Before Open Enrollment
By On Purpose FinancialExpert insight contributed by Chris J. Todd, Benefits Consultant, Health Plans of Georgia When you left the corporate world, you didn’t leave open enrollment behind, you just graduated to a version with higher stakes. Each fall, Medicare enrollees face a wave of mailers, phone calls, and TV ads all promising “more benefits…
Read MoreThe Trip You Won’t Regret: Planning Travel with Your Financial Advisor
“I’ve never had a client say they regret taking the trip. Where I have heard regret? ‘I wish we would have taken more trips while we had the health to do so.’”– Christal, On Purpose Financial Advisor If you’ve ever hesitated to book a dream trip or delayed a meaningful getaway because you weren’t sure…
Read MoreSmart Strategies for Supporting a College Student Financially
Graduation season is in full swing—a time of celebration, reflection, and, for many families, the realization that college is just around the corner. Whether you’re a parent or a grandparent, supporting a loved one through higher education can be one of the most meaningful (and expensive) gifts you’ll ever give. The good news? With some…
Read MoreEnd-of-the-Year Giving: How to Make a Difference for Your Family and Community
The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.
Read MoreSmart Document Management
The first step in living life on purpose is asking for help in understanding what you need to make your retirement dreams become reality.
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