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Steve Martin
2 days ago1 min read
117 Things We Do for Our Clients Number 30 - Help You Find Financial Peace of Mind
We help you find financial peace of mind. As a trusted financial advisor, I've witnessed how proper planning transforms anxiety into...
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Steve Martin
Jan 271 min read
117 Things We Do for Our Clients Number 29 - Become a Steward for the Financial Success of You and Your Family
Image designed by freepik.com Building a lasting partnership with your financial advisor goes beyond traditional business relationships....
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Steve Martin
Dec 10, 20242 min read
The Last Check You'll Ever Write
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...
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Steve Martin
Dec 2, 20242 min read
RMDs - The Retirement Riddle Solved (Sort Of)
You've spent decades dutifully socking money away in your retirement accounts. The government says it's time to start taking that money...
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Steve Martin
Nov 11, 20241 min read
117 Things We Do for Our Clients Number 28 - We Will Be Your Financial Reality Check
We promise to tell you the truth, always—even when it's uncomfortable to hear. While basic honesty should be expected from any financial...
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Steve Martin
Nov 4, 20242 min read
Callable vs. Non-Callable CDs: Making the Right Choice for Your Financial Future
In the world of financial planning, Certificates of Deposit (CDs) are a popular tool for investors seeking a safe, guaranteed return on...
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Steve Martin
Sep 30, 20242 min read
Understanding Inflation and Inflation Rate: Two Sides of the Economic Coin
In economic discussions, "inflation" and "inflation rate" are often used interchangeably but represent distinct concepts. Understanding...
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Steve Martin
Sep 6, 20242 min read
117 Things We Do for Our Clients Number 27 - Help You Identify Savings Shortfalls and Excesses
It can be challenging to strike the right balance when it comes to saving money. Just as it's difficult to know when we're not saving...
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Steve Martin
Aug 20, 20243 min read
Raising Money-Smart Children and Grandchildren
Raising money-smart children is more important than ever in today's complex financial world. As parents and grandparents, we are...
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Steve Martin
Aug 2, 20241 min read
117 Things We Do for Our Clients Number 26 - Help You Determine the Risk Level of Your Existing Portfolio
When considering risk levels, it's natural to consider risk tolerance—the appropriate portfolio risk a person would be most comfortable...
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Steve Martin
Jul 19, 20243 min read
Understanding and Avoiding Scams: A Senior's Guide to Financial Security
In a world filled with financial predators, seniors are often targeted, underscoring the importance of arming oneself with knowledge and...
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Steve Martin
Jul 9, 20242 min read
Budgeting Basics: The Key to Financial Control
Do you often find yourself wondering where your money goes each month? Do you struggle to save for goals or pay down debt? If so, you're...
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Steve Martin
Jun 24, 20242 min read
4 Ways to Stop Overspending
It's easy to spend too much money these days. Constant sales, buy-now-pay-later options, and one-click shopping tempt us to buy more...
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Steve Martin
May 31, 20241 min read
117 Things We Do for Our Clients Number 25 - Help You Identify Areas of Overspending
Identifying overspending isn't a crowd-pleaser, but it's crucial. Overspending is never advisable, but it's especially detrimental during...
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Steve Martin
Apr 29, 20241 min read
Simple Core Investment Principles
Investing can feel intimidating, but the core principles are surprisingly simple. Here are three keys: Markets Work: Over the long term,...
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Steve Martin
Feb 19, 20243 min read
Smart Financial Moves for Young Adults: Safeguarding Wallets, Credit Scores, and Futures
Stepping into adulthood brings newfound freedom and independence. As young adults venture out independently, balancing this excitement...
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Steve Martin
Jan 22, 20242 min read
Six Compelling Reasons to Have Life Insurance
Life is unpredictable, and while we can't control what the future holds, we can take steps to protect our loved ones financially. Life...
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Steve Martin
Dec 6, 20232 min read
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...
23 views0 comments


Steve Martin
Oct 23, 20231 min read
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....
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Steve Martin
Oct 3, 20231 min read
Beyond Money: Unveiling True Wealth
In a world often preoccupied with material possessions and financial gain, rapper Kevin Gates offers a refreshing perspective: "True...
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