"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.

2012 Tax Planning Tables

2012 Retirement Contribution Facts

2012 Comparing IRA Choices

March 2012 Newsletter

Weekly Market Commentary 

 

 

 

What to Keep, Where to Store & When to Shred

 

 

 

 

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.


 

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

More Calculators →

Newsletters

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Pick Up This Split for Long-Term Retirement Income

The number of Americans aged 90 or older almost tripled from 1980 through 2010 and is projected to quadruple by 2050. As people live longer they may need to fund a longer-than-expected retirement. This article discusses how a split-annuity strategy could help provide a long-term income stream.

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