Second Annual Christmas Gift Drive Partnering with Serve 6.8!
As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is once again partnering with Serve 6.8's...
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Steve Martin
- Nov 20
- 2 min
Accidental Blessings: A Thanksgiving Perspective
As Thanksgiving approaches, we naturally turn our hearts toward gratitude. It's a time when we reflect on the blessings in our lives,...
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Steve Martin
- Nov 10
- 2 min
Understanding Power of Attorney, Executors, and Trustees – A Guide for Baby Boomers
As we age, people begin to worry about who can manage their affairs in the event of their incapacity or death. Ensuring that your...
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Steve Martin
- Nov 6
- 3 min
Building a 200-Year Family Legacy: The Power of Stories and Traditions
In the grand adventure of life, each family weaves a unique story, a narrative that echoes through generations. Preserving this story is...
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Steve Martin
- Oct 30
- 2 min
Local Charity Highlight: Housing Catalyst
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
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Steve Martin
- Oct 23
- 1 min
117 Things We Do for Our Clients Number 21 - Help Educate You and Your Family in Financial Concepts
At Purposeful Financial Planning, we're not just financial planners; we're educators who believe in empowering your entire family....
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Steve Martin
- Oct 11
- 3 min
Crafting Comfort: Home Innovations for Senior Ease
Retirement ushers in a period where the ideal dwelling should offer both peace and practical features. As this phase looms, many seek a...
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Steve Martin
- Oct 3
- 1 min
Beyond Money: Unveiling True Wealth
In a world often preoccupied with material possessions and financial gain, rapper Kevin Gates offers a refreshing perspective: "True...
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Steve Martin
- Oct 2
- 2 min
The Power of Courage: Embrace the Fear, Embrace the Dare
Fear is often seen as a roadblock, something that holds us back from achieving our dreams and goals. But as Nelson Mandela wisely said,...
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Steve Martin
- Sep 25
- 1 min
Local Charity Highlight: The Nappie Project
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
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Steve Martin
- Sep 12
- 4 min
Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application...
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Steve Martin
- Sep 6
- 3 min
Embrace Simplicity for Happiness
In today's consumer-driven world, we're often lured into pursuing more, bombarded by ads and societal pressures. Yet, participating in...
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Steve Martin
- Sep 1
- 2 min
Financial Tips for Parents of College-Bound Children
As the summer season draws to a close and a new academic year looms ahead, it becomes crucial for parents with college-bound children to...
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Steve Martin
- Aug 28
- 1 min
Local Charity Highlight: Hope Lives! The Lydia Dody Breast Cancer Support Center
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
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Steve Martin
- Aug 18
- 1 min
Covey on Commitment and Boldness
To achieve our goals, we must first make a deep commitment to them. Without commitment, we lack the necessary focus and determination to...
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Steve Martin
- Aug 14
- 1 min
117 Things We Do for Our Clients Number 20 - We Help You Prioritize Your Financial Actions
Do you find yourself overwhelmed with a long list of financial action steps but struggle to figure out where to start? You're not alone....
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Steve Martin
- Aug 7
- 2 min
Another Interest Rate Hike by the Federal Reserve - Are We Done Yet?
After a brief pause in its interest rate hike campaign, the Federal Reserve decided to raise rates by a quarter of a percentage point on...
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Steve Martin
- Aug 2
- 3 min
Starting a Home-Based Business as a Senior: Tips and Tricks
As we age, our lives shift and change in many ways. From retirement to downsizing, seniors often search for ways to supplement their...
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Steve Martin
- Jul 31
- 1 min
Minimizing Identity Theft for the Deceased: Protecting Their Legacy
Losing a loved one is an emotionally challenging time, and the last thing anyone wants to think about during such a period is the...
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Steve Martin
- Jul 21
- 2 min
Local Charity Highlight: Dolly Parton's Imagination Library in Larimer County, CO
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
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