Not sure what documents you need to keep or discard? Explore our latest blog where The Purple Group presents expert guidance on reviewing, digitizing, and securely storing your essential records. Stay organized and compliant, with the assurance that your critical information is always accessible and safe.

The Purple Group’s Value-Based Billing approach can transform your financial experience. Discover how our commitment to aligning costs with real value fosters stronger partnerships and helps you achieve your financial goals with clarity and confidence.

Keeping your personal information safe is more important than ever, and freezing your credit can be an important tool to protect yourself from identity theft. This guide explains the process.

We break down Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act (CTA): what these reports are, who needs to file, and the penalties for non-compliance. Plus, unique considerations for those in community property states.