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The Wisdom of Worry: What to Hold and What to Release
Image via Freepik "Worry is like a rocking chair: it gives you something to do but never gets you anywhere."Â - Erma Bombeck Last Tuesday,...

Steve Martin
Jul 25 min read
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Why I Love the Fourth of July
Every year when July approaches, I find myself looking forward to Independence Day with the same excitement I felt as a child. There's...

Steve Martin
Jun 303 min read
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How Cognitive Biases Impact Your Financial Future: Ten Common Mental Traps to Avoid
Introduction Your financial future isn't just determined by how much you earn or how markets perform—it's profoundly shaped by the...

Steve Martin
Jun 248 min read
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117 Things We Do for Our Clients Number 32 -Provide a Financial Shield Between You and the Often-Alarming Media
Image by Gerd Altmann from Pixabay We create a protective barrier between you and the constant stream of alarming financial headlines....

Steve Martin
Jun 121 min read
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The Quiet Heist: How to Keep Your Money Safe in the Age of Elder Scams
Image via Freepik There’s something quietly cruel about financial abuse targeting older adults. It doesn’t make the news like a robbery...

Steve Martin
Jun 105 min read
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Kick-start Your Child's Financial Journey with Roth IRAs
Financial considerations for a child’s summer job or internship Summer break is here, and many young people will be working at a summer...

Steve Martin
Jun 33 min read
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Dancing to Your Purpose: Hearing the Music When Others Cannot
Image via Freepik " And those who were seen dancing were thought to be insane by those who could not hear the music." —Friedrich...

Steve Martin
May 233 min read
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Peace of Mind in a Box: How Nokbox Simplifies Estate Planning
Image via Freepik Nokbox is revolutionizing how families prepare for life’s unexpected moments by offering a comprehensive, easy-to-use...

Steve Martin
May 131 min read
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Start Before You're Ready
There's a funny thing about fog. If you're standing still, it looks like an impenetrable wall. But start walking, and suddenly you can...

Steve Martin
May 123 min read
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The Wealth Between Your Ears: Rewriting the Story You Tell Yourself About Money
Image via Freepik We all carry around stories about money—some whispered into our ears when we were kids, others built from years of...

Steve Martin
May 54 min read
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The Quiet Power of Daily Choices
Image by Claudia  from Pixabay When most people think about legacy, they imagine bronze statues and buildings with their names chiseled...

Steve Martin
Apr 283 min read
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117 Things We Do for Our Clients Number 31 -Serve as a Wise Sounding-Board for Ideas You Are Considering
We've all faced important financial decisions that left us wishing for trusted guidance. Whether contemplating a home purchase,...

Steve Martin
Apr 211 min read
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The Lost Art of Quiet
When was the last time you heard yourself think? Not the running commentary of your to-do list. Not the echo of your last meeting. Not...

Steve Martin
Apr 153 min read
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When Markets Turn Sour: Finding Financial Sweetness in the Midst of Turmoil
Image from Freepik Have you ever noticed how our most profound lessons often come wrapped in the most unappealing packages? That...

Steve Martin
Apr 73 min read
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The Secret Power of No: Finding Your Bigger Yes
Photo by cottonbro studio on Pexels Have you ever found yourself drowning in commitments? Calendar packed with meetings, inbox...

Steve Martin
Mar 314 min read
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It's Not the Answers, It's the Questions: Finding Purpose Beyond Prosperity
"Judge a man by his questions rather than his answers." — Voltaire In the quiet moments between meetings, in the space between...

Steve Martin
Mar 254 min read
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The Longevity Revolution: Three Steps to a Longer, Healthier Life
Image by Freepik What if you could live to 150, in perfect health? It might sound like science fiction, but it’s closer to reality than...

Steve Martin
Mar 173 min read
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Local Charity Highlight - Meals on Wheels Fort Collins
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Steve Martin
Mar 111 min read
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Tax Season Brings a New Wave of Identity Theft Risks
Information provided by FMG You've worked hard throughout your life to build assets to support your retirement. As financial...

Steve Martin
Mar 36 min read
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The Infinite Power of Boundless Dreams: Why Some Visions Change Everything
Image by Freepik What's the difference between the dreams that fade and the dreams that transform industries, cultures, and lives? It's...

Steve Martin
Feb 255 min read
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