top of page
Search


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


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
Â
Â
Â


Second 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 27, 20232 min read
Â
Â
Â


Accidental Blessings: A Thanksgiving Perspective
As Thanksgiving approaches, we naturally turn our hearts toward gratitude. It's a time when we reflect on the blessings in our lives,...

Steve Martin
Nov 20, 20232 min read
Â
Â
Â


Understanding Power of Attorney, Executors, and Trustees – A Guide for Baby Boomers
As we age, people begin to worry about who can manage their affairs in the event of their incapacity or death. Ensuring that your...

Steve Martin
Nov 10, 20232 min read
Â
Â
Â


Building a 200-Year Family Legacy: The Power of Stories and Traditions
In the grand adventure of life, each family weaves a unique story, a narrative that echoes through generations. Preserving this story is...

Steve Martin
Nov 6, 20233 min read
Â
Â
Â


Local Charity Highlight: Housing Catalyst
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
Oct 30, 20232 min read
Â
Â
Â


117 Things We Do for Our Clients Number 21 - Help Educate You and Your Family in Financial Concepts
At Purposeful Financial Planning, we're not just financial planners; we're educators who believe in empowering your entire family....

Steve Martin
Oct 23, 20231 min read
Â
Â
Â


Crafting Comfort: Home Innovations for Senior Ease
Retirement ushers in a period where the ideal dwelling should offer both peace and practical features. As this phase looms, many seek a...

Steve Martin
Oct 11, 20233 min read
Â
Â
Â


Beyond Money: Unveiling True Wealth
In a world often preoccupied with material possessions and financial gain, rapper Kevin Gates offers a refreshing perspective: "True...

Steve Martin
Oct 3, 20231 min read
Â
Â
Â


The Power of Courage: Embrace the Fear, Embrace the Dare
Fear is often seen as a roadblock, something that holds us back from achieving our dreams and goals. But as Nelson Mandela wisely said,...

Steve Martin
Oct 2, 20232 min read
Â
Â
Â


Local Charity Highlight: The Nappie Project
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
Sep 25, 20231 min read
Â
Â
Â


Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul
Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application...

Steve Martin
Sep 12, 20234 min read
Â
Â
Â


Embrace Simplicity for Happiness
In today's consumer-driven world, we're often lured into pursuing more, bombarded by ads and societal pressures. Yet, participating in...

Steve Martin
Sep 6, 20233 min read
Â
Â
Â


Financial Tips for Parents of College-Bound Children
As the summer season draws to a close and a new academic year looms ahead, it becomes crucial for parents with college-bound children to...

Steve Martin
Sep 1, 20232 min read
Â
Â
Â


Local Charity Highlight: Hope Lives! The Lydia Dody Breast Cancer Support Center
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
Aug 28, 20231 min read
Â
Â
Â


Covey on Commitment and Boldness
To achieve our goals, we must first make a deep commitment to them. Without commitment, we lack the necessary focus and determination to...

Steve Martin
Aug 18, 20231 min read
Â
Â
Â
bottom of page



