logo2.png
Get In Touch
  • Home

  • Why We Exist

  • Our Advantage

  • Our Approach

  • Blog

  • About

  • Contact Us

  • Resources - Blogs

  • Resources - Books

  • Financial Planning Fundamentals

  • Resources - Interesting Articles

  • More

    Use tab to navigate through the menu items.

    steve@purposefulfinancialplanning.com

    (970) 443-1873

    • Facebook
    • Twitter
    • LinkedIn
    • All Posts
    • Blog Without Sidebar
    • Masonry (3 columns)
    • Popular
    • Portfolio (2 columns)
    • Masonry (2 columns)
    • Portfolio (3 columns)
    • Post Formats
    • A Richer Life
    • AAA
    • Aging
    • budgeting
    • Aging parents
    • cash flow
    • College Planning
    • dfa
    • Debt reduction
    • Economy
    • estate planning
    • Donor Advised Funds
    • Dimensional Fund Advisors
    • Don't do anything stupid
    • Ethical Wills
    • Gratitude
    • Financial Planning
    • fundamentals
    • Happiness
    • Inspiration
    • Insurance
    • investing
    • Life
    Search
    Steve Martin
    • May 10, 2015
    • 1 min

    Why It Pays to Delay Social Security Benefits

    Social security is a great insurance policy. But sometimes people mistakenly regard it as just one more investment that they should try...

    1 view0 comments
    Steve Martin
    • Mar 16, 2015
    • 1 min

    Another Good Reason to Delay Social Security Benefits

    I agree with Jim Blankenship’s premise in this article. Steve ============================================ As you likely know from...

    0 views0 comments
    Steve Martin
    • Feb 2, 2015
    • 1 min

    The Value of Your Social Security Benefits

    This Article by Jim Blankenship does an excellent job of discussing the value of you r Social Security Benefits and some ideas about how...

    0 views0 comments
    Steve Martin
    • Oct 14, 2014
    • 1 min

    A Little-Known Social Security Spousal Benefit Option

    One more reason that it is worth thoroughly investigating your social security options.  An interesting article from Jim Blankenship....

    0 views0 comments
    Steve Martin
    • Apr 19, 2014
    • 1 min

    Your Social Security Benefits: Are They Taxable?

    Jim Blankenship does a great job explaining this subject. STeve ======================================== If you’re receiving Social...

    1 view0 comments
    Steve Martin
    • Apr 19, 2014
    • 3 min

    Strategies Married Couples Can Use to Boost Benefits

    Managing your Social Security Benefits is one of the most powerful retirement tools couples (and individuals) have at their disposal. ...

    0 views0 comments
    Steve Martin
    • Apr 12, 2014
    • 2 min

    How Delaying Social Security Can Be The Best Long-Term Investment Or Annuity Money Can Buy

    One of the most common discussions I have with clients is about the importance of making the correct decision about when to start taking...

    0 views0 comments
    Steve Martin
    • Mar 10, 2013
    • 1 min

    Testing Two Retirement “Truisms” | Retirement Planning content from WealthManagement.com

    Here are two comments I hear so often from pundits and financial planners that they have become truisms: “People should discount the...

    2 views0 comments
    Steve Martin
    • Oct 4, 2011
    • 1 min

    Will Social Security last till you retire?

    Not surprisingly, I get this question quite frequently. Rick has done a great job addressing the issue in his article.  If you are...

    0 views0 comments
     

    Purposeful Financial and Legacy Planning

    Fee-Only Financial Planning

    steve@purposefulfinancialplanning.com

    (970) 443-1873

    3400 Rosestone Ct, Fort Collins, CO 80525

    • Facebook
    • Twitter
    • LinkedIn

    ©2020 by Purposeful Financial and Legacy Planning

    ​

    DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

    All domestic and international rights reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

    ​