PurposePath Capital

PurposePath Capital Mike DiSalvo, CFP, MBA Registered Investment Advisor and Fiduciary

What's one thing from the past that should make a comeback?Maybe it's drive-in movie theaters, handwritten letters, fami...
09/03/2026

What's one thing from the past that should make a comeback?

Maybe it's drive-in movie theaters, handwritten letters, family dinners around the table, or simply a slower pace of life.

Retirement often gives us a greater appreciation for the moments, traditions, and experiences that mattered most.

If you could bring back one thing from the good old days, what would it be? Share your answer below. 👇

09/02/2026

The best tax strategies often start with planning ahead. From understanding your current tax situation to exploring options like Roth conversions, knowing what opportunities may be available can make a difference in how you prepare for the years ahead.

Thinking about relocating in retirement?You have to consider more than just the cost of the house... 🏡Taxes, healthcare ...
09/01/2026

Thinking about relocating in retirement?

You have to consider more than just the cost of the house... 🏡

Taxes, healthcare coverage, insurance, utilities and even everyday expenses can look very different once you've settled in.

Sometimes the hidden costs are the ones that matter most.

08/31/2026

Managing your own portfolio can feel simple, but a successful financial strategy takes more than picking investments. Like any good recipe, the right ingredients need to work together in the right proportions. Without a clear plan, it can be easy to miss key pieces that could impact your long-term goals.

One of the most rewarding parts of what we do is having the opportunity to give back to our community. Our educational w...
08/31/2026

One of the most rewarding parts of what we do is having the opportunity to give back to our community. Our educational workshops allow us to do just that by creating a space where people can learn, ask questions, and gain a better understanding of their financial future. Giving back through education is something we’re proud to continue doing!

🎾 What do the US Open and retirement planning have in common?Both reward patience.The best tennis players spend years pr...
08/29/2026

🎾 What do the US Open and retirement planning have in common?

Both reward patience.

The best tennis players spend years preparing for a few days of competition. Likewise, retirement is often the result of years of saving, planning, and staying committed to the process.

Let us know who you're rooting for in the comments below! 👇

08/28/2026

In investing, the goal shouldn’t always be to find the newest or most different option. Instead, focus on finding the strategy that is designed to work best for your goals. Proven and reliable options may not always be the newest, but that doesn’t mean they aren’t the right fit.

Summer may be winding down, but the adventures don't have to. ☀️One of the best parts of retirement is that travel doesn...
08/27/2026

Summer may be winding down, but the adventures don't have to. ☀️

One of the best parts of retirement is that travel doesn't have to be limited to just one season. From beach escapes to mountain retreats and everything in between, the possibilities are endless.

If you could book one retirement trip today, where would you go? 🌎

08/26/2026

Don’t let the market entirely dictate your spending habits. When the market is down, people often pull back and become overly cautious. When it’s up, it’s easy to feel carefree. A well-built financial plan can help you stay consistent through both.

Last but not least in our PurposePath Capital team hobby series, we’re highlighting Haakon Steen and his lifelong love f...
08/25/2026

Last but not least in our PurposePath Capital team hobby series, we’re highlighting Haakon Steen and his lifelong love for hockey! Hockey has been a big part of his life for as long as he can remember, and he feels fortunate to still be playing the game he loves today. One of the best parts is that he still gets to play in a league with his dad back home, making the game even more meaningful and creating memories they can share together.

Address

636 Hampshire Street Suite 205
Quincy, IL
62301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18885978158

Website

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