"Dedicated to Being Your Valued Partner"

Dedicated to Being Your Valued "Partner"

Our Mission: We work with clients to help improve their lives by being a valued advisor in integrating wealth management strategies.

2010 Tax Planning Tables

2010 Estate Tax Update 

Weekly Market Commentary 

January Financial Insights

 

 

 

 

Brenda Purnell's California Insurance License #OE61230

Purnell Wealth Management, LLC and Wells Fargo Advisors Financial Network are not  legal or tax advisors.  Be sure to consult with your own legal and tax advisors before taking any action that may have tax consequences.


 

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

Confident in Consumer Confidence?

The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.

More Newsletters →