Local Charity Highlight - 3Hopeful Hearts
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
- 5 days ago
- 2 min
117 Things We Do for Our Clients Number 19 -Monitor Life and Family Changes
Financial planning has transformed into an ongoing process, moving away from the notion of a one-time event captured in thick documents...
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Steve Martin
- May 15
- 1 min
Five Hints for Helping Your Grandchildren Earn Income
In a previous blog, we discussed the wisdom of opening a Roth IRA for your grandchildren. One of the issues with doing this is that your...
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Steve Martin
- Apr 28
- 1 min
Opening a Roth IRA for Your Grandchildren: A Gift That Keeps on Giving
I often get questions from grandparents wondering if opening a Roth IRA for their young grandchildren is a smart financial move. And the...
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Steve Martin
- Apr 24
- 1 min
Local Charity Highlight - CASA for Children, Larimer County
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
8 views0 comments
Steve Martin
- Apr 21
- 2 min
The Unlived Life Is Not Worth Examining: Why Taking Risks Is Essential to Living a Fulfilling Life
Have you ever felt like you're just going through the motions in life? Do you find yourself stuck in your comfort zone, afraid to take...
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Steve Martin
- Apr 12
- 2 min
Book Review – The Good Life
I just finished reading The Good Life and highly recommend it to anyone who wants to improve their life. In this book, Robert Waldinger...
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Steve Martin
- Apr 10
- 2 min
Begin It Now - "Boldness Has Genius, Power, and Magic in It"
One of my favorite quotes is from William Hutchison Murray: “Until one is committed, there is hesitancy, the chance to draw back, always...
5 views0 comments
Steve Martin
- Mar 31
- 2 min
Free Tax Prep and Filing Options
As a family, saving money wherever possible is important, especially when raising kids. One area where families can save money is in tax...
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Steve Martin
- Mar 24
- 2 min
Local Charity Highlight - FoCo Cafe
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
14 views0 comments
Steve Martin
- Mar 21
- 2 min
Life Planning and Financial Planning – An Essential Integration
Life planning and financial planning are two interconnected components of personal development essential to achieving a fulfilling and...
18 views0 comments
Steve Martin
- Mar 13
- 1 min
Keys to a Happy Retirement
Retirement can be a joyful time of life, but it requires careful planning and preparation to ensure that you fully enjoy it. Here are a...
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Steve Martin
- Mar 7
- 2 min
117 Things We Do for Our Clients Number 18 - We Help You Pass on Your Vision and Wealth
We work with you to design and implement long-term visions and financial plans that will pass on your values and wealth to your...
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Steve Martin
- Feb 27
- 2 min
Local Charity Highlight - Habitat for Humanity ReStore
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
14 views0 comments
Steve Martin
- Feb 20
- 1 min
The Goal is NOT to Live Forever …
This is Steve's most popular blog, with over 1,376 views from around the world. “We all die. The goal isn’t to live forever, the goal is...
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Steve Martin
- Feb 10
- 1 min
117 Things We Do for Our Clients - Number 17- Give Investment Advice Without the Bias of Commissions
Some advisors receive kickbacks or investment-related commissions. We provide investment advice without the bias of any commissions or...
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Steve Martin
- Feb 8
- 2 min
Identifying Great Investment Opportunities Webinar on March 8th
Registration for the Weston Wellington Stay in Your Seat Webinar on March 8 at 11:30 a.m. MST is open. Please go here to register. We...
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Steve Martin
- Feb 6
- 3 min
You and Your Money: Changing Your Mindset for Financial Success
The way we see money has a big impact on our happiness and stress levels. Some of us constantly worry about finances, whereas others tend...
16 views0 comments
Steve Martin
- Jan 31
- 3 min
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...
51 views0 comments
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...
18 views0 comments
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