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The Longevity Revolution: Three Steps to a Longer, Healthier Life
Image by Freepik What if you could live to 150, in perfect health? It might sound like science fiction, but it’s closer to reality than...

Steve Martin
Mar 17, 20253 min read


Local Charity Highlight - Meals on Wheels Fort Collins
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Steve Martin
Mar 11, 20251 min read


Tax Season Brings a New Wave of Identity Theft Risks
Information provided by FMG You've worked hard throughout your life to build assets to support your retirement. As financial...

Steve Martin
Mar 3, 20256 min read


The Infinite Power of Boundless Dreams: Why Some Visions Change Everything
Image by Freepik What's the difference between the dreams that fade and the dreams that transform industries, cultures, and lives? It's...

Steve Martin
Feb 25, 20255 min read


117 Things We Do for Our Clients Number 30 - Help You Find Financial Peace of Mind
We help you find financial peace of mind. As a trusted financial advisor, I've witnessed how proper planning transforms anxiety into...

Steve Martin
Feb 17, 20251 min read


The Sacred Art of Connection
I wish you the gift of family. Let's talk about family. Not just the one in your photo albums. Not just the ones who share your DNA. But...

Steve Martin
Feb 11, 20252 min read


Persistent Teachers
Pema Chodron’s quote, "Nothing ever goes away until it has taught us what we need to know," is a powerful reminder that life's challenges...

Steve Martin
Feb 4, 20251 min read


Be Prepared: Essential "Go Bag" Items
Photo by Mikhail Nilov on Pexels Recent natural disasters, including the devastating Los Angeles wildfires, are a serious reminder of how...

Steve Martin
Jan 31, 20252 min read


117 Things We Do for Our Clients Number 29 - Become a Steward for the Financial Success of You and Your Family
Image designed by freepik.com Building a lasting partnership with your financial advisor goes beyond traditional business relationships....

Steve Martin
Jan 27, 20251 min read


The Road That Leads to Your Own Music
Image by Lorri Lang from Pixabay Two roads diverged on Earth. I heard one say, "Don't die with your music still in you; make way, For you...

Steve Martin
Jan 21, 20251 min read


Your Gift is Your Compass: A Playful Guide to Purpose
You know that thing you do? The one that makes time disappear. The skill that has your friends saying, "How did you do that?" while...

Steve Martin
Jan 14, 20253 min read


The Great Balance Myth
Let's talk about unicorns. And work-life balance. One exists in fairy tales. The other exists in HR pamphlets. Neither exists in reality....

Steve Martin
Jan 6, 20252 min read


Annual New Year’s Questions – An Exercise to Begin the New Year
Image by Gerd Altmann from Pixabay As we approach the end of 2024 and the beginning of 2025, it is worth spending a little time thinking...

Steve Martin
Dec 30, 20242 min read


Six Lessons from a Reformed Miser: What Scrooge Knew All Along
Image by Mike Singleton from Pixabay Ever notice how the best life coaches sometimes come with chains and ghostly warnings? Ebenezer...

Steve Martin
Dec 20, 20243 min read


5 Gifts That Transform: When Giving Meets Growing
"The greatest gift you can give someone is the gift of opportunity." I just made that up, but it sounds profound enough to be...

Steve Martin
Dec 16, 20243 min read


The Last Check You'll Ever Write
Photo by jeinny on Freeimages.com Paper checks are a love letter to inefficiency. But we keep writing them. Thirty times a year, we pull...

Steve Martin
Dec 10, 20242 min read


RMDs - The Retirement Riddle Solved (Sort Of)
You've spent decades dutifully socking money away in your retirement accounts. The government says it's time to start taking that money...

Steve Martin
Dec 2, 20242 min read


Happy Thanksgiving! Cherished Traditions from our Team at Purposeful Financial Planning
Happy Thanksgiving and warm wishes of gratitude from all of us at PFP! Enjoy these favorite traditions from our team. Steve Martin Our...

Steve Martin
Nov 26, 20243 min read


Third 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 Martin
Nov 19, 20242 min read


Commitment and Boldness – The Magic Combination
Let me tell you about commitment. You see, until you commit, you're just treading water. You're hesitating, second-guessing, and going...

Steve Martin
Nov 18, 20241 min read
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