Henry Van Dyke once wrote, “Be glad of life, because it gives you the chance to love and to work and to play and to look up to the stars;...

One of the biggest problems I run into is that people spend more money than they make. And – they have no idea where that money goes. ...

We at Purposeful Financial Planning wish a Happy Veterans Day to all who have served as a member of the armed forces. It's because of...

We help you determine where you are at this point in your life - and how you got there. You want a financial advisor who can help you cut...

The poem, "The Road Not Taken", by Robert Frost, (included below), has been one of my favorites since I was in Junior High School....

Success and money are NOT the same thing. No matter what the advertisers try to tell you, “bigger, better, faster and newer” are NOT the...

In investing, the risk and return trade-off is an interesting one. When you study historical returns and historical risk and the...

As a parent, you want what’s best for your children. You love them unconditionally, and you strive to encourage them to pursue their...

9. We work with you to understand how much retirement income you can take from your investments without running out of money during your...

Everyone deserves to be living a life they love. Not only do you deserve it – you should be doing it. When I meet people and tell them...

This is a great blog by my friend Bert Whitehead, written a few years ago. Bert has a unique perspective on living a good financial...

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...

Many companies today provide their employees with tips and resources on how to adopt healthy self-care habits. These wellness initiatives...

Dictionary.com defines integrity as “the state of being whole, entire, or undiminished.” Spending time developing a Personal Mission...

Thoreau said, “Our life is frittered away by detail… Simplify, simplify, simplify! … Simplicity of life and elevation of purpose.” With...

Last week I introduced "Your Money and Your Life - Six Basic Principles." Today I am talking about Principle #1, Have a Vision for Your...

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...

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's new book, Ten Pillars of a Purposeful Financial Life: A Roadmap to Living an Inspired Life, was recently published and is now...