Photo by Mikhail Nilov on Pexels Recent natural disasters, including the devastating Los Angeles wildfires, are a serious reminder of how...

Image designed by freepik.com Building a lasting partnership with your financial advisor goes beyond traditional business relationships....

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...

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...

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

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...

Image by Mike Singleton from Pixabay Ever notice how the best life coaches sometimes come with chains and ghostly warnings? Ebenezer...

"The greatest gift you can give someone is the gift of opportunity." I just made that up, but it sounds profound enough to be...

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...

You've spent decades dutifully socking money away in your retirement accounts. The government says it's time to start taking that money out. And if you don't, they'll penalize you. Huh? Welcome to the world of Required Minimum Distributions, or RMDs for short. It's one of those quirky little corners of the tax code that can trip up even the savviest retirees if they're not careful. So, what exactly are RMDs? In a nutshell, they're the minimum amount the IRS requires you to wi

Happy Thanksgiving and warm wishes of gratitude from all of us at PFP! Enjoy these favorite traditions from our team. Steve Martin Our...

As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is once again partnering with Serve 6.8's...

Let me tell you about commitment. You see, until you commit, you're just treading water. You're hesitating, second-guessing, and going...

We promise to tell you the truth, always—even when it's uncomfortable to hear. While basic honesty should be expected from any financial...

In the world of financial planning, Certificates of Deposit (CDs) are a popular tool for investors seeking a safe, guaranteed return on...

As October draws to a close, we approach an important date that often goes unnoticed by many: World Savings Day. Celebrated annually on...

Philanthropy isn't just for billionaires or large corporations. It's a mindset and practice that anyone can adopt to positively impact...

Whether you intend to or not, you will leave a legacy. Every action, every word, every choice you make contributes to the imprint you'll...

With news headlines constantly covering every aspect of the presidential race, you may be wondering how the 2024 election may impact you...

In economic discussions, "inflation" and "inflation rate" are often used interchangeably but represent distinct concepts. Understanding...