top of page
Search

Steve Martin
14 hours ago6 min read
Tax Season Brings a New Wave of Identity Theft Risks
Information provided by FMG You've worked hard throughout your life to build assets to support your retirement. As financial...
3 views
0 comments


Steve Martin
7 days ago5 min read
The Infinite Power of Boundless Dreams: Why Some Visions Change Everything
Image by Freepik What's the difference between the dreams that fade and the dreams that transform industries, cultures, and lives? It's...
15 views
0 comments


Steve Martin
Feb 171 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...
8 views
0 comments


Steve Martin
Feb 112 min read
The Sacred Art of Connection
I wish you the gift of family. Let's talk about family. Not just the one in your photo albums. Not just the ones who share your DNA. But...
15 views
0 comments

Steve Martin
Feb 41 min read
Persistent Teachers
Pema Chodron’s quote, "Nothing ever goes away until it has taught us what we need to know," is a powerful reminder that life's challenges...
11 views
0 comments


Steve Martin
Jan 312 min read
Be Prepared: Essential "Go Bag" Items
Photo by Mikhail Nilov on Pexels Recent natural disasters, including the devastating Los Angeles wildfires, are a serious reminder of how...
16 views
0 comments


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....
15 views
0 comments

Steve Martin
Jan 211 min read
The Road That Leads to Your Own Music
Image by Lorri Lang from Pixabay Two roads diverged on Earth. I heard one say, "Don't die with your music still in you; make way, For you...
15 views
0 comments


Steve Martin
Jan 143 min read
Your Gift is Your Compass: A Playful Guide to Purpose
You know that thing you do? The one that makes time disappear. The skill that has your friends saying, "How did you do that?" while...
19 views
0 comments


Steve Martin
Jan 62 min read
The Great Balance Myth
Let's talk about unicorns. And work-life balance. One exists in fairy tales. The other exists in HR pamphlets. Neither exists in reality....
15 views
0 comments


Steve Martin
Dec 30, 20242 min read
Annual New Year’s Questions – An Exercise to Begin the New Year
Image by Gerd Altmann from Pixabay As we approach the end of 2024 and the beginning of 2025, it is worth spending a little time thinking...
34 views
0 comments


Steve Martin
Dec 20, 20243 min read
Six Lessons from a Reformed Miser: What Scrooge Knew All Along
Image by Mike Singleton from Pixabay Ever notice how the best life coaches sometimes come with chains and ghostly warnings? Â Ebenezer...
22 views
0 comments


Steve Martin
Dec 16, 20243 min read
5 Gifts That Transform: When Giving Meets Growing
"The greatest gift you can give someone is the gift of opportunity." I just made that up, but it sounds profound enough to be...
20 views
0 comments


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...
30 views
0 comments


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...
25 views
0 comments


Steve Martin
Nov 26, 20243 min read
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...
21 views
0 comments

Steve Martin
Nov 19, 20242 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...
17 views
0 comments


Steve Martin
Nov 18, 20241 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...
11 views
0 comments


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...
10 views
0 comments


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...
74 views
0 comments
bottom of page