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

images.resources.cetera.com

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.
https://h.ptsm.us/4h7TfM

images.resources.cetera.com

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.
Sincerely,
Fox Purlee

images.resources.cetera.com

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

https://h.ptsm.us/2LTWyA

images.resources.cetera.com

images.resources.cetera.com

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.
https://h.ptsm.us/4pxY49

images.resources.cetera.com

images.resources.cetera.com

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. https://h.ptsm.us/wlGxz

images.resources.cetera.com

resources.cetera.com

resources.cetera.com

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. https://h.ptsm.us/2SHo5j

resources.cetera.com

ihsaatv.org

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.

ihsaatv.org 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]

Timeline Photos

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

Timeline Photos

usatoday.com

These 5 sources of retirement income aren't taxable

This USA TODAY article spotlights 5 potential sources of tax-free retirement income: https://h.ptsm.us/2FfNQ1

usatoday.com Keep more of your money during your golden years by incorporating these into your retirement plan.

forbes.com

IRS Announces Higher 2020 Retirement Plan Contribution Limits For 401(k)s And More

forbes.com 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.

Timeline Photos

savingforcollege.com

FAFSA Deadlines

Beneficial FAFSA Information

savingforcollege.com 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.

foxpurlee.com 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!

resources.cetera.com

resources.cetera.com

This commentary discusses yesterday’s big drop in equities caused by poor economic data abroad, causing the yield curve to invert.
https://h.ptsm.us/3WYVsS

resources.cetera.com

Timeline Photos

savingforcollege.com

Avoid these 529 withdrawal mistakes to maximize savings

savingforcollege.com 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.

fool.com

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: https://h.ptsm.us/1MyaYY

fool.com If not accounted for, these costs could derail your retirement plan.

savingforcollege.com

Don’t Let These Myths Stop You from Opening a 529 Plan

savingforcollege.com 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.

Timeline Photos

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!

usatoday.com

10 ways to take a bite out of your tax bill

An article @ USA TODAY lists 10 potential ways to lower your 2019 taxes: https://h.ptsm.us/1f45iR

usatoday.com If you want to cut your tax bill, taking any or all of these steps can save you hundreds or even thousands of dollars.

fool.com

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 @ https://h.ptsm.us/1h7yXS

fool.com 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.

Timeline Photos

savingforcollege.com

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.

savingforcollege.com 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.

travelandleisure.com

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: https://h.ptsm.us/3KQH6i

travelandleisure.com If your tax refund is burning a hole in your pocket it might just be time to book a vacation.

Timeline Photos

Want your business to be the top-listed Finance Company in Salem?

Click here to claim your Sponsored Listing.

Location

Telephone

Address


107 N Main St
Salem, IN
47167
Other Salem finance companies (show all)
Pro Star Painting, LLC Pro Star Painting, LLC
Salem, 47167

Pro Star Painting, LLC is a fully insured locally owned and operated painting service. Located in Salem, IN

Edward Jones-Financial Advisor: Brock Bush Edward Jones-Financial Advisor: Brock Bush
1323 E Hackberry St, Suite 105
Salem, 47167

E T Insurance, Inc E T Insurance, Inc
111 S Main St
Salem, 47167

Since 1995, ET Insurance, Inc. has provided insurance and financial products of the highest possible quality to it's Indiana customers.

Loans With Nate.com  NMLS #166402 Loans With Nate.com NMLS #166402
190 W Becks Mill Road Suite K
Salem, 47167

Closing Mortgage Loans FAST!

Lincoln Hills Insurance Center Lincoln Hills Insurance Center
16 Public Sq
Salem, 47167

www.lincolnhillsagency.com www.proesquotes.com www.proesgroup.com

Knapp Miller Brown Insurance Services Knapp Miller Brown Insurance Services
8 Public Sq.
Salem, 47167

Vist www.kmbis.com for a free instant quote on home, auto and health insurance!

Soliday Mortgage Team Soliday Mortgage Team
117 E EASTERN HILLS BLVD
Salem, 47167-9719

Learn how to purchase a home with a low down payment and low interest rate. http://www.LoansWithNate.com 812-620-0046

Zero Down Mortgage Guy - NMLS #166402 Zero Down Mortgage Guy - NMLS #166402
Salem

Zero Down Mortgage Guy - Learn How To Buy A Home With Zero Down Payment! We have helped nearly 2000 people buy a home with zero down payment over the past several years and we would love to help you! Visit www.NathanSoliday.com for more info

World Finance World Finance
403 S Main St, Ste 159
Salem, 47167

Royal Insurance Group Royal Insurance Group
11108 E State Road 160
Salem, 47167

Royal Insurance Group was created to work with individuals and small businesses locally to protect their health, family, finances and more.

Haendiges Insurance Solutions, LLC Haendiges Insurance Solutions, LLC
6 Public Square
Salem, 47167

Protecting people through meaningful relationships. Many insurance options that allow you to protect your family as well as save you money. Please call us at 812-404-4220, or check out our website at protectwithhis.com.