top of page
Search


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...

Steve Martin
Jun 24, 20242 min read
Â
Â
Â


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...

Steve Martin
May 31, 20241 min read
Â
Â
Â


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,...

Steve Martin
Apr 29, 20241 min read
Â
Â
Â


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...

Steve Martin
Feb 19, 20243 min read
Â
Â
Â


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...

Steve Martin
Jan 22, 20242 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


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


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


Protecting Your Finances: Understanding FDIC Insurance Limits
When it comes to safeguarding your hard-earned money, understanding the limitations and protections offered by the Federal Deposit...

Steve Martin
Jul 6, 20232 min read
Â
Â
Â


How To Get Started With Retirement Planning: Tips for 40-Year-Olds With No Savings
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...

Steve Martin
Jun 15, 20232 min read
Â
Â
Â


5 Common Financial Mistakes People in Their Thirties Make and How to Avoid Them
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...

Steve Martin
Jun 9, 20232 min read
Â
Â
Â


Free Tax Prep and Filing Options
As a family, saving money wherever possible is important, especially when raising kids. One area where families can save money is in tax...

Steve Martin
Mar 31, 20232 min read
Â
Â
Â


You and Your Money: Changing Your Mindset for Financial Success
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...

Steve Martin
Feb 6, 20233 min read
Â
Â
Â


117 Things We Do for Our Clients - Number 14 - Help you Choose the Appropriate Custodial Accounts
We help you choose the appropriate custodial accounts and 529 education savings plans. Many of our clients view providing for the...

Steve Martin
Apr 19, 20221 min read
Â
Â
Â


Critical Financial Tips for New Parents
Whether you’re parents-to-be or are already cuddling your newborn, you’re probably well-acquainted with the stress and uncertainties of...

Steve Martin
Apr 8, 20224 min read
Â
Â
Â


Getting Your House in Order for 2022 - Part 2 of 3
A few weeks ago we published the first part of a 3-part series titled “Getting Your House in Order for 2022." Not having your “house in...

Steve Martin
Jan 31, 20221 min read
Â
Â
Â


Know Where Your Money Goes
One of the biggest problems I run into is that people spend more money than they make. And – they have no idea where that money goes. ...

Steve Martin
Nov 16, 20212 min read
Â
Â
Â


Your Money and Your Life - Six Basic Principles - Part 1 of 7
Have you lost control of your life in the pursuit or money and “stuff"? Do you spend more time organizing and paying bills than enjoying...

Steve Martin
Aug 3, 20212 min read
Â
Â
Â


117 Things We Do for Our Clients - Number 6 - Guide You to Think About Areas of Your Financial Life
6. We guide you to think about areas of your financial life that you may not have considered. None of us know what we don't know. We help...

Steve Martin
Jun 14, 20211 min read
Â
Â
Â


Money Lies (We Tell Ourselves) Part 2
In my previous post, Money Lies (We Tell Ourselves) Part 1, we discussed 4 money lies we often believe. Here are 3 more that we sometimes...

Steve Martin
May 18, 20213 min read
Â
Â
Â
bottom of page



