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Sound Financial Advice from an Unexpected Source
When I need good financial advice, there are a few sources I go to get it. Saturday Night Live is not usually one of those places. But...

Steve Martin
Sep 14, 20211 min read


How To Start a Wellness Program at Your Business
Many companies today provide their employees with tips and resources on how to adopt healthy self-care habits. These wellness initiatives...

Steve Martin
Sep 7, 20212 min read



Steve Martin
Aug 30, 20210 min read


Your Money and Your Life - Six Basic Principles - Part 4 of 7 - Integrity – Being True to Yourself
Dictionary.com defines integrity as “the state of being whole, entire, or undiminished.” Spending time developing a Personal Mission...

Steve Martin
Aug 24, 20211 min read


Your Money and Your Life - Six Basic Principles - Part 3 of 7 - Simplicity
Thoreau said, “Our life is frittered away by detail… Simplify, simplify, simplify! … Simplicity of life and elevation of purpose.” With...

Steve Martin
Aug 16, 20212 min read


Your Money and Your Life - Six Basic Principles - Part 2 of 7 - Know Where You are Going
Last week I introduced "Your Money and Your Life - Six Basic Principles." Today I am talking about Principle #1, Have a Vision for Your...

Steve Martin
Aug 10, 20212 min read


Your Money and Your Life - Six Basic Principles - Part 1 of 7
Have you lost control of your life in the pursuit or money and “stuff"? Do you spend more time organizing and paying bills than enjoying...

Steve Martin
Aug 3, 20212 min read


117 Things We Do for Our Clients - Number 8 - Help Reduce Management and Transaction Costs
8. We help you reduce mutual fund and ETF managerial and transactions expenses, allowing you to keep more of your money working for you....

Steve Martin
Jul 23, 20211 min read


Steve's New Book Available on Amazon!
Steve's new book, Ten Pillars of a Purposeful Financial Life: A Roadmap to Living an Inspired Life, was recently published and is now...

Steve Martin
Jul 14, 20212 min read


Life Is Too Short to Dance With an Ugly Partner
Everyone deserves to be living a life they love. I believe we are here for a purpose – and each of us should be living a life in support...

Steve Martin
Jul 12, 20211 min read


117 Things We Do for Our Clients - Number 7 - Ask Questions to Really Understand Your Needs
7. We ask questions to really understand your needs and objectives. We ask a myriad of questions that allow us to truly understand your...

Steve Martin
Jun 25, 20211 min read


Making Ends Meet During Coronavirus Unemployment
Image via Pexels Are you wondering how to get by after losing your job due to the coronavirus? You are not alone. The pandemic has...

Steve Martin
Jun 22, 20213 min read


117 Things We Do for Our Clients - Number 6 - Guide You to Think About Areas of Your Financial Life
6. We guide you to think about areas of your financial life that you may not have considered. None of us know what we don't know. We help...

Steve Martin
Jun 14, 20211 min read


$50 Burgers (Should We Worry About Inflation?)
How much inflation can the country afford before we’re in trouble? Let’s discuss. First, let’s get on the same page about some basics. If...

Steve Martin
May 25, 20212 min read


Money Lies (We Tell Ourselves) Part 2
In my previous post, Money Lies (We Tell Ourselves) Part 1, we discussed 4 money lies we often believe. Here are 3 more that we sometimes...

Steve Martin
May 18, 20213 min read


Money Lies (We Tell Ourselves) Part 1
How good are you with money? About 40% of people say they’re better with money than most people. About 1 in 8 say they are more...

Steve Martin
May 11, 20213 min read


My Favorite Mother’s Day Poem
I discovered this poem by Billy Collins a few years ago and it instantly became one of my favorite poems – because he does such a great...

Steve Martin
May 7, 20212 min read


Tips for Making Taxes Easy This Year and Beyond
Whether you’re an employee, freelancer, or business owner, filing taxes will always be stressful. But managing the tax process doesn’t...

Steve Martin
Apr 26, 20213 min read


Check Out UCHealth's Aspen Club for help with your Advanced Directive
"Aspen Club, under UCHealth, was established in 1989 to provide a wide range of program benefits including health education, screenings,...

Steve Martin
Apr 23, 20211 min read


Arete: What's Yours?
There’s a lot going on in the world right now. There’s usually a lot going on in life... at work... in the family. Sometimes, we need to...

Steve Martin
Apr 21, 20211 min read
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