A New Path Financial

04/22/2025

In Lansing meeting with other Small Business was owners in the Capital to continue to advocate for Financial Education and Wellness.

06/10/2024

Doing good and having fun. Supporting The Arc of Livingston in their efforts to empower people with developmental disabilities and their families.

07/01/2022

A wonderful evening at A2SF with some of our favorite people.

06/13/2022

Representing ANP at the Arc of Livingston golf outing.

05/26/2022

Yesterday, our firm joined other FPA members in Lansing to advocate for financial literacy education in high schools and transparency of Financial Planner credentials. We care deeply about our clients and industry.

04/18/2022

Do you know someone whose planning includes a family member with special needs? Invite them to attend tomorrow evening's webinar sponsored by The Arc of Livingston.
https://events.r20.constantcontact.com/register/eventReg?oeidk=a07ej4gwk1ne4058d41&oseq&c&ch&fbclid=IwAR2J1Y_omlfsV9LNAJEv_pWseyWboO6KIgFhKOFatBh5-9cAalyzS4GP88U

Tuesday, April 19, 2022
6:30 pm Zoom meeting

Financial planning when you have a child with a disability can feel overwhelming. Where do you start? How do you plan for your own needs as you age, as well as for your child when you are no longer able to care for them?

In this informative presentation, Deb Purcell, CFP® a Chartered Special Needs Consultant®, breaks the process down into manageable pieces so that you can create a plan at your pace, and update it as needed.

Carol Taggart, Executive Director
The Arc Livingston
[email protected]
517-546-1228

04/07/2022

So much fun learning to make pysanka with Nadine Burns! We love hosting appreciation events for our clients.

11/11/2021

Inspired to be part of this important organization.

Deb Purcell partners with her clients in a fiduciary capacity to address concerns and chart a financial path toward their goals. Drawing on her own lif...

07/20/2021

Our own Nadine Burns quoted in Market Watch on having a 401k consolidation strategy!

Consolidating retirement accounts may be easier, but look at all the factors before going through with it.

06/07/2021

Having fun for a good cause!

05/11/2021

This year, both Deb Purcell and I have really stressed Long Term Care planning as we both are at a stage in life when our Mother's are widowed, aging and need assistance. I was sent this video from one of the companies we work with, and I shed a tear. https://www.youtube.com/watch?v=EuRHHmXbzYs
Planning now might help your children care for you.

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