Welcome to Purple Wealth.
At Purple Wealth, we've been planning financial futures for over four decades with client relationships that go back several generations. We've worked hard to earn our clients' trust, and to help them pursue their financial dreams and more. We'd like to help your family too; to look beyond your financial success and pursue so much more — Purple Wealth.
How Income Taxes Work
A quick look at how federal income taxes work.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
What can be learned from the savings rate?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Do you have causes that you want to support with donations? Here are three tips.
Recent changes in estate tax laws could affect the strategy you have in place.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.