"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.

Tax Reform Legislation scheduled to expire 12/31/10

2010 Tax Planning Tables

2010 Estate Tax Update 

Weekly Market Commentary 

August Newsletter

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

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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