Purpose & Wealth is a team at Equity Concepts that helps you make a difference for clarity about your future and for impacting those around you.
Whether you are changing jobs, planning for retirement, having kids, or experiencing a big life event, we are here to help you do more with your money. We provide creative solutions and a clear process to position you financially so that you can focus on what matters most and live out your purpose.
Loss of a Spouse – 3 Financial Mistakes to Avoid
Losing a spouse is undeniably one of life’s most emotionally challenging experiences. Amidst the grief and heartache, it’s crucial to navigate financial decisions wisely. As a Certified Financial Planner, I’ve […]
Your Questions Answered – November 2023
We put “Haider in the Hot Seat” to answer the questions you are asking! Here are the questions we answered this month. Follow along on Facebook, Instagram, or LinkedIn to […]
101 Questions to Ask During the College Search
Oct 19, 2023 / By Lynn O’Shaughnessy Roughly a third of students attending college end up transferring, often because the student and their parents didn’t do their due diligence. Offer clients this […]
Haider’s Hits: Summer 2023
6 Steps to Feel Financially Secure for Retirement Hello and welcome to the Summer edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest […]
Your Questions Answered – June 2023
We put “Haider in the Hot Seat” to answer the questions you are asking! Here are the questions we answered this month. Follow along on Facebook, Instagram, or LinkedIn to […]
Haider’s Hits: Winter 2022
Look Out Below??? Hello and welcome to the Winter edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with […]
The Bless It On Story
Did you receive a Bless It On Card? Click Here I want to share a story with you that deeply impacted me. It’s about an encounter that Houston Kraft, author […]
Haider’s Hits: Summer 2022
3 Essentials to Survive a Recession Hello and welcome to the Summer edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity […]
Haider’s Hits: The 4 Smartest Things to Do With Your Tax Refund
Hello and welcome to the Spring edition of Haider’s Hits – a seasonal blog post with timely insights to help you Invest with Clarity and Live with Purpose. Real quick, […]
Retirement Plans for Self-Employed People
As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and […]
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