We help you choose the appropriate custodial accounts and 529 education savings plans. Many of our clients view providing for the...

Whether you’re parents-to-be or are already cuddling your newborn, you’re probably well-acquainted with the stress and uncertainties of...

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

We assist in preparing an estate plan for you. An estate planning attorney is normally needed to prepare and document an estate plan. We,...

Debt is par for the course in small business ownership. In fact, outstanding liabilities are so common among small business owners that...

For those of you who are interested in helping the people of Ukraine amidst the Russian invasion, here are a few ways you can contribute...

In the past, I have written about how important Gratitude is in living a good life (go here to read it.) Here are a few more specific...

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

Over the past few weeks we've published the first 2 parts of a 3-part series titled, “Getting Your House in Order for 2022." This is the...

Living with a chronic health condition is a huge challenge, as is watching someone you love suffer. If you are looking for ways to show...

“And those who were seen dancing were thought to be insane by those who could not hear the music.” ― Friedrich Nietzsche I was driving...

Our hearts go out to the thousands who have been impacted by the recent Marshall Fire in Boulder County. Over 1,000 homes were destroyed...

A few weeks ago we published the first part of a 3-part series titled “Getting Your House in Order for 2022." Not having your “house in...

We don’t sell anything (period), but we take time to analyze everything. Since our primary interest is your well-being and we do not sell...

Long-term care can be a costly endeavor, and you may not get a sufficient amount (or any) help from your current health coverage. Did you...

“Cheers to a new year and another chance for us to get it right.” — Oprah Winfrey I love natural endings – and natural beginnings. The...

We guide you through difficult times in the stock market by sharing historical data and perspectives. The stock market is volatile, and...

I picked these questions up at a wonderful workshop I attended a few years ago and have found them very useful. Before beginning a new...

“We too often use money we haven’t earned to buy things we don’t need to impress people we don’t like." - Robert Quillen Ever since we...

Millicent “Mama” Hill just got promoted to my “Hero List” –for being a role-model of Happiness and Service. I first became aware of her...