Building for the Future
The 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 MoreImportance of a Cash Reserve Fund
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 MoreSaving for College with a 529 Account
Whether your children are infants or just a year or two away from college, you are likely thinking about saving for college. I get it! I have three kids that will likely go on to some form of higher education post-high school. It’s expensive and that cost is only going up between now and when they start. For me, a 529 plan is a great way to save.
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