Local Charity Highlight - Respite Care, Inc.
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
- Jan 23
- 1 min
117 Things We Do for Our Clients - Number 16 - We Review Your Existing IRAs
It is easy to make mistakes in managing your IRA, and some common mistakes can defeat many of the benefits of having an IRA. These...
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Steve Martin
- Jan 17
- 1 min
Holiday Gift Drive Recap - Thank You for Your Generosity!
Thank you for partnering with us and Serve 6.8's Virtual Giving Tree to help local families this past holiday season. Your involvement...
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Steve Martin
- Jan 10
- 1 min
Allow Your Children to Live Their Own Lives
Carl Jung said, "Nothing has a stronger influence psychologically on their environment and especially on their children than the unlived...
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Steve Martin
- Jan 3
- 1 min
Become a Hero
Joseph Campbell said, “A hero is someone who has given his or her life to something bigger than oneself.” When we look outside ourselves...
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Steve Martin
- Dec 22, 2022
- 2 min
New Year’s Questions – An Exercise to Begin the New Year
As we approach the end of 2022 and the beginning of 2023, it is worth spending a little time thinking about what is important to you for...
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Steve Martin
- Dec 20, 2022
- 1 min
Make Every Day Christmas Day
Why should our most significant gifts of goodness, kindness, and joy be limited to one day a year? In A Christmas Carol, Charles Dickens...
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Steve Martin
- Dec 12, 2022
- 2 min
Local Charity Highlight - Rocky Mountain Raptor Program
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
- Dec 5, 2022
- 1 min
Don't Give Up - Ask for Help
One of the best books I have read in the past couple of years is The Boy, the Mole, the Fox, and the Horse by Charlie Mackesy. "This...
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Steve Martin
- Nov 29, 2022
- 1 min
Practicing Gratitude
We just celebrated our national day of Thanksgiving. One day of Thanksgiving is good, but gratitude should be part of our everyday...
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Steve Martin
- Nov 18, 2022
- 1 min
Happy Thanksgiving!
Thanksgiving is one of my favorite times of the year! It reminds me of the brave people who left their homes and embarked on a dangerous...
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Steve Martin
- Nov 14, 2022
- 2 min
First Annual Christmas Gift Drive!
As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is partnering with Serve 6.8's Virtual...
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Steve Martin
- Nov 11, 2022
- 1 min
A Day to Remember Those who have Served
Today is Veterans’ Day - a day for us to remember all those who have served to create and protect this great nation. The United States of...
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Steve Martin
- Oct 28, 2022
- 1 min
Sharing Wisdom – If I Had My Life to Live Over Again
There is a lot of wisdom that is worth sharing. This is one of my favorites, reflecting great perspective. “If I had my life to live...
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Steve Martin
- Oct 24, 2022
- 2 min
Charity Highlight - Guide Dogs for the Blind
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 17, 2022
- 1 min
Start Walking!
“The journey of a thousand miles begins with one step.” Lao Tzu It is not easy to begin something new. It takes courage and...
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Steve Martin
- Oct 11, 2022
- 1 min
Task of a Poet
Every once in a while I realize that we are ALL poets. Check out this poem, "Task of a Poet", by Dejan Stojanovic “To hear never-heard...
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Steve Martin
- Sep 30, 2022
- 1 min
Your Great-Great-Great-Great Grandchildren
I care about my children's well-being and their quality of life. I hope that life is good for them, and I will do all that I can to make...
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Steve Martin
- Sep 21, 2022
- 1 min
Don’t Be Too Quick to Judge
One of the easiest (and most dangerous) things you can do is to judge too quickly. If you have ever found yourself putting people in...
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Steve Martin
- Sep 19, 2022
- 3 min
Local Charity Highlight and Gala Announcement - Elderhaus
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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