“All our dreams can come true, if we have the courage to pursue them.” - Walt Disney “Dream” is one of my all-time favorite words. It...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

“Appreciation is a wonderful thing: It makes what is excellent in others belong to us as well.” Voltaire When was the last time you told...

According to financial researchers, nonprofits account for a whopping 1.8 million American organizations. Without a doubt, this country's...

I have always thought that one of the most courageous things that you can do in life is to be yourself. And, it turns out, I am not the...

“The main thing is to keep the main thing the main thing.” Stephen Covey It almost sounds TOO simple. It’s a clever way to say what...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

“How we spend our days is, of course, how we spend our lives.” - Annie Dillard Once in a while, it’s time to take some time to think...

Everything that happens to you or around you is an opportunity to learn and grow. You can choose to take advantage of that opportunity - ...

John Wooden was a great basketball coach, a fine human being, and one of my inspiring heroes. (See a previous blog about him here.) On...

Human composting, or "Natural Organic Reduction (NOR)", is a new, somewhat controversial, eco-friendly alternative to traditional burial...

The best financial plans have one thing in common. And that is that they “Start with WHY". In his best-selling book, Start with WHY, and...

I am sure that we all are upset and devastated by the tragedy that took place in Uvalde, Texas last week. Twenty-one precious lives were...

"No duty is more urgent than that of returning thanks." — James Allen Today is Memorial Day - a day when people across the United States...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

“Joy is not in things; it is in us.” – Richard Wagner Joy is a good thing. We could all use more of it in our lives. Here are five...

We help you stay up to date on changes in the investment world. Advising yourself regarding your investments is similar to representing...

The legendary coach and teacher, John Wooden, told his players (and everyone else) to “Make each day your masterpiece.” Could your life...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...