Photo by Olya Kobruseva on Pexels.com We are in the midst of the “great pause”.  Every one of us has been thrown into a new reality – a...

Market Recovery After Market Declines

Fidelity Charitable has posted a list of charities who are helping those who need help during the Corona Virus Pandemic – and there are...

May we who are merely inconvenienced, remember those whose lives are at stake. May we who have no risk factors, remember the most...

The current situation (economic and Corona Virus) make me think that it’s time to “keep your head while all about you are using theirs” –...

Henry Van Dyke said:  “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; to...

I picked these questions up at a wonderful workshop I attended a few years ago and have found them very useful to think about each year....

In an earlier blog (https://www.purposefulfinancialplanning.com/blog-01/five-family-capitals) I introduced the Five Family Capitals:...

“To leave the world a bit better, whether by a healthy child, a garden patch, or a redeemed social condition; to know even one life has...

Legacy involves more than the financial aspects of your life. Over the years there’s been a lot of research and thinking done on the...

Your financial wellness depends on more than investments. It’s also affected by insurance and taxes, as well as estate, business, and...

This is an interesting post from March 15, 2015, by Ben Carlson, in which he discusses investing around recessions. Steve Stock...

The following was originally posted by my friend Rick Kahler.  I share his sentiments exactly.  I hope you enjoy it…… For investors,...

I had an opportunity to watch Dr. Jeremy Siegel speak yesterday – right after a panel of futurists who talked all about the wild...

As a financial planner, I have always maintained that for most clients – and especially for my favorite clients – it is not about the...

“The songs of our ancestors are also the songs of our children” ― Philip Carr-Gomm You have a responsibility – a great responsibility. ...

In his 1977 book “Illusions”, Richard Bach writes “Here is the test to find whether your mission on earth is finished. If you’re alive,...

I ask a lot of people what they want their legacy to be.  The most common answers I get are: – I don’t have enough money to leave a...

Your Money and Your Life – The Six Basic Principles Have you lost track of your life in the pursuit or money and “stuff”? Do you spend...

At the end of March, the U.K. finally pulled the trigger, and made the departure from the European Union official.  The Queen of England...