"If you can't fly then run, if you can't run then walk, if you can't walk then crawl, but whatever you do you have to keep moving...

"Books are the quietest and most constant of friends; they are the most accessible and wisest of counselors, and the most patient of...

“Too many people grow up. That’s the real trouble with the world, too many people grow up. They forget. They don’t remember what it’s...

“You must be the Visionary for your own life.” - Steve Martin In his best-selling book, Simon Sinek says, “Start with why.” Earl...

“Surely, two of the most satisfying experiences in life must be those of being a grandchild and or a grandparent.”– Donalid A Norber...

“Tomorrow is the first blank page of a 365 page book. Write a good one.” Brad Paisley I love new beginnings. They are fresh starts which...

We'd like to share with you some of our team's favorite Christmas traditions. We wish you all a very Merry Christmas and a Happy New...

Happy Thanksgiving - with warm wishes of gratitude from all of us at PFP! Enjoy these favorite recipes from our team. Baked Corn in Sour...

"Doing Well by Doing Good - an Introduction to Sustainable / ESG Investing" A Powerful, Impactful Webinar from Purposeful Financial...

I have always found it interesting to hear what people who are in the later part of their lives have to say about the lessons they've...

Last night I saw the scariest thing I have ever seen - in my life - period. I watched the new Netflix documentary The Social Dilemma - an...

One of the key things I have learned over the course of my life is that it is a good idea (great idea) to spend less than you earn. If...

Click the link immediately following each item to read the full blog post. 1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name. Click here 2. We help you become the visionary for your own life. Click here 3. We adopt a Fiduciary Standard in our relationship with you. Click here 4. We help you determine and manage the complexities of your IRA RMDs. Click here 5. We perform a detailed analysis a

4. We help you determine and manage the complexities of your IRA RMDs. We help you determine and manage the complexities of your IRA RMDs...

A few years ago, I read this short post from Seth Godin, one of my all-time favorite sources of wisdom: "Here’s conventional wisdom:...

3. We adopt a Fiduciary Standard in our relationship with you. We proactively adopt and implement a Fiduciary Standard in our...

"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable...

2. We help you become the visionary for your own life. We believe that having a vision for your life is essential to your success in life...

In earlier blogs, I have talked about the idea of Two-Hundred Year Thinking and related several stories about the importance of thinking...

Yesterday, I introduced the topic of "Two-Hundred Year Thinking" ® by talking about Native American Philosophy. Many Native American...