Helping You Plan Your Financial Future
Click here to contact Mark Purcel for a complimentary risk assessment analysis
RISK MANAGEMENT INVESTING
Welcome to www.MarkPurcel.com.
This site will not only introduce you to my philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so be sure visit often.
“My mission is to give my clients
financial confidence. I provide
a disciplined investment
philosophy to help maximize growth
and preserve capital.”
Newsletters
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.