On Purpose Financial Management

On Purpose Financial Management Planning for every financial matter on your horizon. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Pursuing your goals and managing your financial affairs doesn’t have to be complicated, not when you can count on a caring and experienced team to look out for you and your financial well-being. We believe our clients learn more about their investments in their first meeting with us than they ever knew – even after years of meeting with traditional financial advisors. Our team looks forward to bui

lding a loyal, longstanding relationship with you and applying our straightforward approach to shaping the future you envision.

-------------------------------------------------
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. McMullin Stone & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm

Did you know you may be eligible for Social Security benefits, even if you did not work much?✔️ Spouses can receive up t...
05/20/2026

Did you know you may be eligible for Social Security benefits, even if you did not work much?

✔️ Spouses can receive up to 50% of a partner's benefit

✔️ Divorced? You may still qualify (10-year rule applies)

✔️ Claiming does not reduce your ex-spouse's benefit

These rules can make a big difference, especially for caregivers or those with lower earnings histories.

Learn more: https://www.raymondjamesconnect.com/aqBU1X

Claiming Social Security at 62 versus waiting until later can make a meaningful difference in your monthly income.Yes, w...
05/14/2026

Claiming Social Security at 62 versus waiting until later can make a meaningful difference in your monthly income.

Yes, waiting often increases your benefit. But that does not mean waiting is always the right choice.
Your health, income, work plans, and overall retirement strategy all play a role in the decision.

We walk through how to think about timing in a way that fits your situation, not just general advice.

➡️ https://www.raymondjamesconnect.com/aZEUh7

Social Security is one of the most important and most misunderstood parts of retirement planning.When should you claim? ...
05/05/2026

Social Security is one of the most important and most misunderstood parts of retirement planning.
When should you claim?
How do spousal or divorced benefits work?
What happens if one spouse passes away?

In our latest blog, we break down how timing decisions affect your benefit, how spousal and survivor rules actually work, and the common myths that can lead to costly mistakes.

If you want clearer answers before making a big decision, this is a great place to start.

Read more: https://www.raymondjamesconnect.com/aXHj05

Planning to retire before 65?Make sure you have a healthcare strategy in place.Options like COBRA can help bridge the ga...
04/23/2026

Planning to retire before 65?

Make sure you have a healthcare strategy in place.

Options like COBRA can help bridge the gap — but they don't always allow you to delay Medicare enrollment without penalties.

That's why healthcare planning should start before you leave your job, not after.

Talk to one of our team members today to discuss your retirement options.

For more information on when to enroll for Medicare, read our latest blog: https://www.raymondjamesconnect.com/aNrz97

Did you know you may be eligible for Social Security benefits, even if you did not work much?✔️ Spouses can receive up t...
04/20/2026

Did you know you may be eligible for Social Security benefits, even if you did not work much?

✔️ Spouses can receive up to 50% of a partner's benefit
✔️ Divorced? You may still qualify (10-year rule applies)
✔️ Claiming does not reduce your ex-spouse's benefit

These rules can make a big difference, especially for caregivers or those with lower earnings histories.

Learn more: https://www.raymondjamesconnect.com/a1-nTg

A common misconception: Medicare enrollment is automatic for everyone.Not quite.If you're NOT receiving Social Security ...
04/15/2026

A common misconception: Medicare enrollment is automatic for everyone.

Not quite.

If you're NOT receiving Social Security yet, you'll likely need to actively enroll in Medicare yourself.

Missing this step can lead to delays and even gaps in coverage.

It's a small detail that can make a big difference.

Learn more about enrolling for Medicare here: https://www.raymondjamesconnect.com/anapzg

Did you know your Medicare enrollment window lasts 7 months?It starts 3 months before you turn 65, includes your birthda...
04/09/2026

Did you know your Medicare enrollment window lasts 7 months?

It starts 3 months before you turn 65, includes your birthday month, and ends 3 months after.

Waiting too long to enroll could delay your coverage start date, something you don't want to deal with when it comes to healthcare.

If you're within a few months of turning 65, now is the time to review your plan.

Need more information on enrolling for Medicare?

Read here: https://www.raymondjamesconnect.com/ao8Q1q

Turning 65 comes with more than just birthday celebrations; it's a key milestone for your healthcare decisions.Medicare ...
04/02/2026

Turning 65 comes with more than just birthday celebrations; it's a key milestone for your healthcare decisions.

Medicare timelines, enrollment windows, and coverage choices can feel overwhelming, especially if you're navigating them for the first time or helping a parent through the process.

In our latest blog, we break down the key dates, common pitfalls, and what to think about before you reach Medicare eligibility.

If you have questions about how Medicare timing fits into your broader retirement plan, we're here to help.

Read more here: https://www.raymondjamesconnect.com/aE4hrO

Look at those young guys! 20 years ago today Phil McMullin & Will Stone bought our office and built a business in Fayett...
03/27/2026

Look at those young guys! 20 years ago today Phil McMullin & Will Stone bought our office and built a business in Fayette County -- literally from the ground up. Thanks to all of our clients and partners we've had the honor to serve over the years! https://www.raymondjamesconnect.com/aSBtWy

Trying to invest only when the market "feels right" can be stressful—and hard to do well.One way many investors address ...
03/24/2026

Trying to invest only when the market "feels right" can be stressful—and hard to do well.
One way many investors address this is by automating regular contributions. Investing on a set schedule can help reduce the impact of short‑term emotions and keep you moving toward long‑term goals.

In our new article, we talk about the role of consistent contributions, rebalancing, and staying focused on your plan rather than headlines.

If you're wondering whether your current approach still fits your situation, we're here to help.

Read it here: https://www.raymondjamesconnect.com/a-9OcG

"Staying the course" doesn't mean never making changes. It means making the right changes for the right reasons.Over tim...
03/18/2026

"Staying the course" doesn't mean never making changes. It means making the right changes for the right reasons.

Over time, some investments in a portfolio may grow faster than others. Rebalancing is the process of periodically bringing your overall mix back toward your intended risk level, rather than letting recent performance quietly change your plan.

We share how rebalancing fits into a long‑term strategy in our latest article:
Portfolio Risk, Rebalancing & Staying the Course

If recent market moves have you feeling uneasy, this piece is a good place to start. https://www.raymondjamesconnect.com/anhnY4

Address

Atlanta, GA

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+17704716674

Website

Alerts

Be the first to know and let us send you an email when On Purpose Financial Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category