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...

Carl Jung said, "Nothing has a stronger influence psychologically on their environment and especially on their children than the unlived...

Joseph Campbell said, “A hero is someone who has given his or her life to something bigger than oneself.” When we look outside ourselves...

As we approach the end of 2022 and the beginning of 2023, it is worth spending a little time thinking about what is important to you for...

Why should our most significant gifts of goodness, kindness, and joy be limited to one day a year? In A Christmas Carol, Charles Dickens...

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

One of the best books I have read in the past couple of years is The Boy, the Mole, the Fox, and the Horse by Charlie Mackesy. "This...

We just celebrated our national day of Thanksgiving. One day of Thanksgiving is good, but gratitude should be part of our everyday...