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John Wooden's Wisdom: Reputation vs. Character
The renowned basketball coach, John Wooden, once said, "Your reputation is what others think of you; your character is what you truly...

Steve Martin
Apr 22, 20242 min read
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The Courage to Unravel: Why Questioning Your Beliefs is Essential
Albert Einstein, who redefined our understanding of the universe, once declared, "The highest form of moral courage is to question our...

Steve Martin
Apr 15, 20242 min read
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117 Things We Do for Our Clients Number 24 - Help You Set Up a Personal or Company Retirement Plan
Whether you're an individual investor or a business owner, securing your financial future requires careful planning and informed...

Steve Martin
Apr 5, 20241 min read
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Commit – Don’t Just Sit
Oh, the places you'll go, when you commit! Without commitment, you'll just sit and sit. You'll hesitate and draw back, feeling blue, And...

Steve Martin
Mar 29, 20241 min read
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Life Is a Work of Art, a Masterpiece in the Making
Life is a work of art, a masterpiece in the making. Like an art project, it is ever-evolving and takes shape with every decision we make,...

Steve Martin
Mar 18, 20242 min read
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How to Proceed When One Parent Requires Nursing Home Care but the Other Doesn't
You probably imagined your parents would grow old together, walking hand-in-hand and helping one another through the trials and...

Steve Martin
Mar 14, 20244 min read
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Beyond Riches: Weaving a Legacy Through Authentic Action
The notion of "legacy" carries diverse weight depending on the individual. While often dismissed in our youth, it can become increasingly...

Steve Martin
Mar 8, 20242 min read
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117 Things We Do for Our Clients Number 23 - Help You Find Ways to Reduce Your Tax Burden
Rather than relying on chance, we assist you in exploring effective strategies to lower your tax liabilities. In the complex realm of tax...

Steve Martin
Mar 1, 20241 min read
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Enough is Enough: Ditch the Hamster Wheel, Find Your Oasis!
Ever feel like you're stuck on a hamster wheel, running faster and faster but never getting anywhere? You cram your schedule with...

Steve Martin
Feb 20, 20242 min read
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Smart Financial Moves for Young Adults: Safeguarding Wallets, Credit Scores, and Futures
Stepping into adulthood brings newfound freedom and independence. As young adults venture out independently, balancing this excitement...

Steve Martin
Feb 19, 20243 min read
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In a World Where You Can be Anything, Be Kind (Repost)
"Three things in human life are important: the first is to be kind; the second is to be kind; and the third is to be kind." - Henry...

Steve Martin
Feb 12, 20242 min read
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Dreaming Big: Desmond Tutu's Call to Action
Desmond Tutu, a respected Archbishop from South Africa and recipient of the Nobel Peace Prize, once shared a profound message that deeply...

Steve Martin
Feb 5, 20242 min read
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Local Charity Highlight: Animal Friends Alliance
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
Jan 30, 20242 min read
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Six Compelling Reasons to Have Life Insurance
Life is unpredictable, and while we can't control what the future holds, we can take steps to protect our loved ones financially. Life...

Steve Martin
Jan 22, 20242 min read
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Let’s Make Better Mistakes Tomorrow
The next time you make a mistake, don't beat yourself up. Instead, ask yourself, "What can I learn from this?" Mistakes are a part of...

Steve Martin
Jan 12, 20241 min read
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117 Things We Do for Our Clients Number 22 - Help Formalize Goals and Put Them in Writing
Establishing written goals shares similarities with practices such as dieting, meditation, and budgeting, all of which have been...

Steve Martin
Jan 8, 20242 min read
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Preparing for the Tax Cuts and Jobs Act Sunset at the End of 2025
Although we've just said "hello" to 2024, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax...

Steve Martin
Dec 22, 20234 min read
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New Year’s Questions – An Exercise to Begin the New Year
As we approach the end of 2023 and the beginning of 2024, it is worth spending a little time thinking about what is important to you for...

Steve Martin
Dec 20, 20232 min read
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The Essence of Christmas: Serving, Compassion, and Making a Difference
During this holiday season, we're immersed in a time that encapsulates the true spirit of generosity and selflessness. Albert...

Steve Martin
Dec 15, 20231 min read
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Five Compelling Reasons to Save 20% of Your Income
Saving money is a crucial financial habit that sets the foundation for a secure and prosperous future. While the concept of saving may...

Steve Martin
Dec 6, 20232 min read
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