Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve...

When it comes to safeguarding your hard-earned money, understanding the limitations and protections offered by the Federal Deposit...

If you're a high net-worth individual with a desire to make a difference in your community, starting a family charitable foundation can...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Retirement planning can be daunting, especially if you're in your 40s and still need to start saving. But the good news is that there is...

As you approach your thirties, it's essential to start taking a more active role in managing your finances. This is when you'll likely be...

In the early days of their business, Bert and John Jacobs of Life Is Good faced a common problem for many entrepreneurs: they looked...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Financial planning has transformed into an ongoing process, moving away from the notion of a one-time event captured in thick documents...

In a previous blog, we discussed the wisdom of opening a Roth IRA for your grandchildren. One of the issues with doing this is that your...

I often get questions from grandparents wondering if opening a Roth IRA for their young grandchildren is a smart financial move. And the...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Have you ever felt like you're just going through the motions in life? Do you find yourself stuck in your comfort zone, afraid to take...

I just finished reading The Good Life and highly recommend it to anyone who wants to improve their life. In this book, Robert Waldinger...

One of my favorite quotes is from William Hutchison Murray: “Until one is committed, there is hesitancy, the chance to draw back, always...

As a family, saving money wherever possible is important, especially when raising kids. One area where families can save money is in tax...

One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...

Life planning and financial planning are two interconnected components of personal development essential to achieving a fulfilling and...

Retirement can be a joyful time of life, but it requires careful planning and preparation to ensure that you fully enjoy it. Here are a...

We work with you to design and implement long-term visions and financial plans that will pass on your values and wealth to your...