EWM

A Meta Analysis

By EWM / November 1, 2021

No word does more heavy lifting in the English language nowadays than meta. If a comedian’s jokes aren’t very funny, we’re told that’s because his […]

Meant for More

By EWM / October 28, 2021

 “You know that being meant for more means so much more than filling your life with mere matter, with material things, with stuff and possessions […]

Could Custodial IRAs Help Young Adults Buy Homes?

By Albert Herzog IV, CFP®, CRPC® / October 26, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more. 

Come Together

By EWM / October 25, 2021

PurposeCity’s ‘Come Together’ episode was recorded at the Brighton Walk to End Alzheimer’s! Chuck Gaidica (broadcasting personality), Jennifer Lepard (President / CEO of Alzheimer’s Association […]

What is a ‘Normal’ Rate?

By EWM / October 25, 2021

The narrative being spun in the financial media right now is that inflation is going to cause the Federal Reserve to raise interest rates sooner rather […]

Qualified Charitable Distributions

By Julee R. Sarto, AIF® / October 20, 2021

How do you efficiently withdraw a paycheck from your portfolio with various accounts and the tax treatment associated with them? While the question might seem simplistic on the surface, there are many moving parts to consider, such as current and future tax brackets, income sources, capital gains, and more.