Posts by Casey Fuerst
Insurance Audit 2026: What To Review In Your Life, Disability, and Long‑Term Care Coverage
At On Purpose Financial, we talk a lot about fitting all of the pieces together so that your finances are well coordinated and serve your life. Insurance is not the glamorous part of that work. But when something hard happens, it is often the part that decides whether money becomes a second crisis or a…
Read MoreHow (and Why) to Build Your Emergency Fund: Preparing for Life’s Unpredictable Moments
A Wake-up Call for All of Us Recent events, like the government shutdown, have shined a spotlight on how financial disruptions can hit anyone, often without warning. Overnight, countless individuals faced the hard reality of managing life without a paycheck. The truth is, many people are just a paycheck or two away from facing real…
Read MoreSmart Giving in December: How to Give With Intention (and Maximize the Impact)
December is generosity season. Whether you’re inspired by Giving Tuesday, year-end appeals, your faith community, or simply the desire to help, a little structure turns “random acts of giving” into a purposeful plan that fits your life and your taxes. Below, we break down practical giving strategies by life stage—with plain-English explanations of donor-advised funds…
Read MoreYour Year-End Financial Checklist
Practical steps to wrap up the year with confidence, whatever stage of life you’re in. As the holidays approach, it’s easy to get swept up in to-do lists that have nothing to do with money—gift shopping, travel plans, and end-of-year celebrations. But before the year wraps up, it’s worth giving your finances a little attention…
Read MoreMedicare 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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