"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

Personal Inflation Rate

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

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Lease Interest

What's the interest rate on the lease you're considering?

More Calculators →

Newsletters

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

An Average Way to Invest

Dollar-cost averaging might help investors make the most of a highly volatile period.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →