Should I...? Am I doing enough…? Will I reach my goals…? When can I retire, scale back, sell the business…?

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.

 

Helpful Content

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

U.S. Personal Savings Rate

What can be learned from the savings rate?

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Your DNA Test

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.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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