Fox Purlee Wealth Management

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity

401(k) Rollovers, College Savings Plans, Roth and Traditional IRA's, 457(b), 403(b) and 401(k) plans My goal as an Investment Professional is to help every client pursue his or her financial goals. Whether you can save $25 a month or if you are investing a large amount, I believe everyone should receive personal service. I not only use this philosophy for my individual clients, but also for my groups accounts (i.e. 457(b) and 403(b) plans).Securities offered through Cetera Advisor Networks LLC, Member Finra/ SIPC

Fed does it again. Expands loan programs and will buy some high yield bonds and commercial mortgages. Investors like it, but we feel more clarity is needed around the virus and earnings.

On Friday, March 20, 2020 Treasury Secretary Steven Mnuchin issued a Tweet stating that at President
Trump’s direction, the federal tax filing deadline was being moved from April 15 to July 15 for all individuals
and businesses.
IRS Notice 2020-18 is silent on the issue of whether the IRA contribution deadline has been extended.
However, on March 24, 2020 the IRS posted to its website Frequently Asked Questions (FAQs) related to the
relief provided in Notice 2020-18. Question 17 specifically states that the IRA contribution deadline is normally
the tax filing due date and that since the tax filing due date was extended until July 15, 2020, the deadline for
2019 IRA contributions has been extended until July 15, 2020 as well.
State Tax Filing Deadlines
Many states (including Indiana) have extended the filing deadline for their own state income tax return. Please check with your state taxing authority for specific information about the deadline for filing your state income tax return.
For Questions about IRA contributions or if you would like to establish a Roth or Traditional IRA, please call my office at 812-883-8668 or email my directly at: [email protected].

As we respond to the rapidly changing situation surrounding the COVID-19 virus (coronavirus), we want to share with you what we are personally doing to minimize the spread of this virus and still be available to you for your financial needs.
Fox Purlee, Wealth Management's office is still open. For privacy, I have always met with clients by appointment. Now, meeting with clients by appointment, is not only because of privacy, but for the safety of clients and staff.
My office will remain open normal business hours, from 9 a.m. - 5 p.m. M-F and Saturdays by appointment, unless I am required to close by government mandate.
If I am required to close the office to the public, I will still be available via phone (812-883-8668) or email ([email protected]).
We know this a challenging time for everyone, and the situation is changing daily. If you would like to discuss your financial needs or just want to check in, please call or email us. As always, we are here for you.
Thank you for the trust you have placed in us, and we hope you stay safe and healthy.
Fox Purlee

Fed steps in to stabilize commercial paper market. Cetera Investment Management expect much-needed fiscal stimulus from Congress soon. Direct payments to impacted individuals.

The Fed meets early to cut rates to zero. Monetary policy is not the preferred tool for COVID-19 though and markets are looking for fiscal stimulus from Congress.

The DowJones record breaking 11 year bull market is over. To address these uncertain markets, time-tested diversification strategies are of utmost importance. Cetera Investment Management analyzes the recent market moves and what this means for your portfolio.

While more market weakness is possible as investors weigh the impact of the COVID-19 virus on global growth, we believe any market downside will be limited.

IHSAA Champions Network

Can't make it to the Salem Girl's Semi State game Saturday, Feb 22? Use the link to watch it live. Or you can re-watch the girl's win (hopefully) when you get home from the game. Fox Purlee, Wealth Management is proud be a sponsor of the broadcast. The ultimate place to watch Indiana high school sports

[01/21/20]   In the midst of the holiday season, on December 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was signed into law. This act makes significant changes to employer-sponsored retirement plans and is the most comprehensive retirement savings bill since the Pension Protection Act of 2006.

With portions of the SECURE Act effective as of January 1, 2020, you may have questions about how this impacts you as a retirement plan sponsor. To help, attached is an informational flyer that details some of the key provisions of the law.

If you have any questions about how this law may impact your plan, please don’t hesitate to contact the office. 812-883-8668 or [email protected]

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Timeline Photos

This Christmas give your child or grandchild a gift that will last a lifetime. The gift of a college savings account. You can start a plan for as little as $25.

Once again, Fox Purlee Wealth Management has allowed Santa to set up his house in the lot next to the office at 107 North Main Street.
His hours will be:
Saturday, Dec. 7th, after the parade until 7 pm
Sunday, Dec. 8th: 1 pm- 5 pm
Friday, Dec. 13th: 6 pm-9 pm
Saturday, Dec. 14th: 2 pm-8 pm
Sunday, Dec. 15th: 1 pm- 5 pm
Friday, Dec. 20th: 6 pm - 9 pm
Saturday, Dec. 21rst: 2 pm - 8 pm
Sunday, Dec. 22nd: 3 pm - 6 pm

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These 5 sources of retirement income aren't taxable

This USA TODAY article spotlights 5 potential sources of tax-free retirement income: Keep more of your money during your golden years by incorporating these into your retirement plan.

IRS Announces Higher 2020 Retirement Plan Contribution Limits For 401(k)s And More You can save $19,500 in your 401(k), plus another $6,500 if you’re 50 or older, for 2020.

Here are some pics of the recent office remodel. I am very happy with the results.

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FAFSA Deadlines

Beneficial FAFSA Information The Free Application for Federal Student Aid (FAFSA) is an application for financial aid from the federal government,state government and most colleges. The FAFSA application season officially starts on October 1. Students should file the FAFSA ASAP to maximize the amount of financial aid for which....

Home | Fox Purlee Wealth Management

I have done a complete makeover of my website. It is now more compatible for use with mobile electronics. It is cleaner and more user friendly. We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

CAST Washington County

Thanks to Fox Purlee Wealth Management for sponsoring our Driving For Dyslexia event!

CAST Washington County

Thanks to Fox Purlee Wealth Management for sponsoring our Driving For Dyslexia event!

This commentary discusses yesterday’s big drop in equities caused by poor economic data abroad, causing the yield curve to invert.

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Avoid these 529 withdrawal mistakes to maximize savings Once you've entered the 529 withdrawal phase, it's important to understand the rules, so that you don't end up paying taxes or penalties. Here are six common mistakes to avoid when taking a 529 plan distribution to pay for education expenses.

3 Expensive Retirement Costs You May Not Be Preparing For -- The Motley Fool

The Motley Fool shines some light on 3 big retirement costs that some pre-retirees underestimate: If not accounted for, these costs could derail your retirement plan.

Don’t Let These Myths Stop You from Opening a 529 Plan To get the most value from your 529 plan, the best time to get started is right not. Don’t let these common misconceptions keep you from opening a 529 plan.

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These boys represented the Fox Purlee, Wealth Management team very well this year. They played hard every game and showed a lot of improvement throughout the season. I also want to thank Travis and Dia Beecraft for coaching the team. Great Job!

10 ways to take a bite out of your tax bill

An article @ USA TODAY lists 10 potential ways to lower your 2019 taxes: If you want to cut your tax bill, taking any or all of these steps can save you hundreds or even thousands of dollars.

3 Reasons to File for Social Security at Full Retirement Age -- The Motley Fool

Why should you wait until age 66 or 67 to claim Social Security? The Motley Fool lists 3 good reasons @ When it comes to claiming benefits, you have choices. But here's why it pays to file at your full retirement age, whether it's 66, 67, or somewhere in between.

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How Much Is Your State's 529 Plan Tax Deduction Really Worth?

This is great information, especially for Indiana residents! If you would like to get a 529 Plan started or would like more information, contact me at [email protected] or 812-883-8668. In addition to federal tax benefits, many states offer full or partial state tax deductions for contributions to a 529 plan. Over 30 states, including the District of Columbia have such incentives available.

7 Trip Ideas You Can Take With Your Tax Refund

Travel + Leisure presents 7 trips you could take on roughly the amount of the average I.R.S. refund this year: If your tax refund is burning a hole in your pocket it might just be time to book a vacation.

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