Steve MartinNov 27, 20232 minSecond Annual Christmas Gift Drive Partnering with Serve 6.8!As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is once again partnering with Serve 6.8's...
Steve MartinNov 20, 20232 minAccidental Blessings: A Thanksgiving PerspectiveAs Thanksgiving approaches, we naturally turn our hearts toward gratitude. It's a time when we reflect on the blessings in our lives,...
Steve MartinNov 10, 20232 minUnderstanding Power of Attorney, Executors, and Trustees – A Guide for Baby BoomersAs we age, people begin to worry about who can manage their affairs in the event of their incapacity or death. Ensuring that your...
Steve MartinNov 6, 20233 minBuilding a 200-Year Family Legacy: The Power of Stories and TraditionsIn the grand adventure of life, each family weaves a unique story, a narrative that echoes through generations. Preserving this story is...