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117 Things We Do for Our Clients Number 27 - Help You Identify Savings Shortfalls and Excesses
It can be challenging to strike the right balance when it comes to saving money. Just as it's difficult to know when we're not saving...

Steve Martin
Sep 6, 20242 min read
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The True Wealth of Being Alive
We often equate richness with material possessions and financial abundance in our modern world. However, many of us overlook a profound...

Steve Martin
Sep 2, 20242 min read
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Freedom Beyond Retirement: Becoming a Digital Nomad
Retirement opens up a world of opportunities to redefine your lifestyle. Many seniors are choosing to blend work with wanderlust,...

Steve Martin
Aug 26, 20243 min read
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Raising Money-Smart Children and Grandchildren
Raising money-smart children is more important than ever in today's complex financial world. As parents and grandparents, we are...

Steve Martin
Aug 20, 20243 min read
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Making Your Future Bigger Than Your Past
Dan Sullivan and Tony Robbins, renowned experts in peak performance, offer profound insights into human growth and longevity. Sullivan...

Steve Martin
Aug 13, 20242 min read
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117 Things We Do for Our Clients Number 26 - Help You Determine the Risk Level of Your Existing Portfolio
When considering risk levels, it's natural to consider risk tolerance—the appropriate portfolio risk a person would be most comfortable...

Steve Martin
Aug 2, 20241 min read
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The Myth of Success
"Success is not a good teacher, failure makes you humble" - Shah Rukh Khan We are inundated from every angle with society's definitions...

Steve Martin
Jul 29, 20242 min read
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Understanding and Avoiding Scams: A Senior's Guide to Financial Security
In a world filled with financial predators, seniors are often targeted, underscoring the importance of arming oneself with knowledge and...

Steve Martin
Jul 19, 20243 min read
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What Are You Going to Do About It?
The world is full of challenges. It's easy to fall into the trap of complaining about the problems we encounter. We vent our frustrations...

Steve Martin
Jul 15, 20242 min read
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Budgeting Basics: The Key to Financial Control
Do you often find yourself wondering where your money goes each month? Do you struggle to save for goals or pay down debt? If so, you're...

Steve Martin
Jul 9, 20242 min read
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Stars, Stripes, and Sparklers: Reliving Fourth of July in the Fabulous Fifties
The Fourth of July has always been a cherished American tradition, but there was a certain magic to Independence Day celebrations in the...

Steve Martin
Jun 27, 20242 min read
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4 Ways to Stop Overspending
It's easy to spend too much money these days. Constant sales, buy-now-pay-later options, and one-click shopping tempt us to buy more...

Steve Martin
Jun 24, 20242 min read
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Join Me for the Handwritten Letter Challenge This July
Writing letters by hand is a skill and joy that's quickly being lost in our digital age. This July, I'm challenging myself and all of you...

Steve Martin
Jun 17, 20242 min read
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Local Charity Highlight - the Matthews House
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
Jun 10, 20241 min read
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117 Things We Do for Our Clients Number 25 - Help You Identify Areas of Overspending
Identifying overspending isn't a crowd-pleaser, but it's crucial. Overspending is never advisable, but it's especially detrimental during...

Steve Martin
May 31, 20241 min read
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Identifying Your Purpose
Can't identify your life's purpose? Start by uncovering your passions instead. Allow your genuine interests and deep-rooted enthusiasms...

Steve Martin
May 27, 20241 min read
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The Power of Joy
"The highest levels of performance come to people who are centered, intuitive, creative, and resilient, what we call 'being in the...

Steve Martin
May 20, 20242 min read
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Embrace Risks on Your Path to Success
One universal truth shines through in pursuing success and fulfillment: "Anything worth doing comes with its fair share of risk." These...

Steve Martin
May 13, 20241 min read
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The True Wealth That Money Can't Buy
Forget bulging wallets and fancy cars. True wealth isn't measured in dollar bills. It's a treasure chest overflowing with experiences,...

Steve Martin
May 6, 20241 min read
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Simple Core Investment Principles
Investing can feel intimidating, but the core principles are surprisingly simple. Here are three keys: Markets Work: Over the long term,...

Steve Martin
Apr 29, 20241 min read
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