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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It sounds simple, but paying yourself first can really pay off.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Understanding the economy's cycles can help put current business conditions in better perspective.
This worksheet can help you estimate the costs of a four-year college program.
There are things about Social Security that might surprise you.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the potential capital gains taxes due on your transactions.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
$1 million in a diversified portfolio could help finance part of your retirement.