Happy Thanksgiving! Cherished Traditions from our Team at Purposeful Financial Planning
Happy Thanksgiving and warm wishes of gratitude from all of us at PFP! Enjoy these favorite traditions from our team. Steve Martin Our...
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Steve Martin
Nov 192 min read
Third Annual Christmas Gift Drive Partnering with Serve 6.8!
As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is once again partnering with Serve 6.8's...
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Steve Martin
Nov 181 min read
Commitment and Boldness – The Magic Combination
Let me tell you about commitment. You see, until you commit, you're just treading water. You're hesitating, second-guessing, and going...
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Steve Martin
Nov 111 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 42 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
Oct 263 min read
World Savings Day: Empowering Financial Futures
As October draws to a close, we approach an important date that often goes unnoticed by many: World Savings Day. Celebrated annually on...
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Steve Martin
Oct 183 min read
Ten Ways to Practice Practical Philanthropy in Alignment with Your Authentic Life
Philanthropy isn't just for billionaires or large corporations. It's a mindset and practice that anyone can adopt to positively impact...
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Steve Martin
Oct 152 min read
You Will Leave a Legacy
Whether you intend to or not, you will leave a legacy. Every action, every word, every choice you make contributes to the imprint you'll...
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Steve Martin
Oct 72 min read
How Do Presidential Elections Impact the Markets?
With news headlines constantly covering every aspect of the presidential race, you may be wondering how the 2024 election may impact you...
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Steve Martin
Sep 302 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 242 min read
Client Volunteer Event & Local Charity Highlight - Slammin' Famine/Feed My Starving Children
One of Purposeful Financial and Legacy Planning's key values is to support the local community. In support of that value, we will...
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Steve Martin
Sep 163 min read
The Last Lecture: A Powerful Example of an Ethical Will
Randy Pausch's book, The Last Lecture, is a remarkable testament to the power of legacy and the enduring impact of an ethical will....
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Steve Martin
Sep 62 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
Sep 22 min read
The True Wealth of Being Alive
We often equate richness with material possessions and financial abundance in our modern world. However, many of us overlook a profound...
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Steve Martin
Aug 263 min read
Freedom Beyond Retirement: Becoming a Digital Nomad
Retirement opens up a world of opportunities to redefine your lifestyle. Many seniors are choosing to blend work with wanderlust,...
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Steve Martin
Aug 203 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 132 min read
Making Your Future Bigger Than Your Past
Dan Sullivan and Tony Robbins, renowned experts in peak performance, offer profound insights into human growth and longevity. Sullivan...
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Steve Martin
Aug 21 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 292 min read
The Myth of Success
"Success is not a good teacher, failure makes you humble" - Shah Rukh Khan We are inundated from every angle with society's definitions...
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Steve Martin
Jul 193 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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