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...

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

This is Steve's most popular blog, with over 1,376 views from around the world. “We all die. The goal isn’t to live forever, the goal is...

Some advisors receive kickbacks or investment-related commissions. We provide investment advice without the bias of any commissions or...

Registration for the Weston Wellington Stay in Your Seat Webinar on March 8 at 11:30 a.m. MST is open. Please go here to register. We...

The way we see money has a big impact on our happiness and stress levels. Some of us constantly worry about finances, whereas others tend...

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

It is easy to make mistakes in managing your IRA, and some common mistakes can defeat many of the benefits of having an IRA. These...

Thank you for partnering with us and Serve 6.8's Virtual Giving Tree to help local families this past holiday season. Your involvement...