“Tomorrow is the first blank page of a 365 page book. Write a good one.” Brad Paisley I love new beginnings. They are fresh starts which...

We'd like to share with you some of our team's favorite Christmas traditions. We wish you all a very Merry Christmas and a Happy New...

Happy Thanksgiving - with warm wishes of gratitude from all of us at PFP! Enjoy these favorite recipes from our team. Baked Corn in Sour...

"Doing Well by Doing Good - an Introduction to Sustainable / ESG Investing" A Powerful, Impactful Webinar from Purposeful Financial...

I have always found it interesting to hear what people who are in the later part of their lives have to say about the lessons they've...

Last night I saw the scariest thing I have ever seen - in my life - period. I watched the new Netflix documentary The Social Dilemma - an...

One of the key things I have learned over the course of my life is that it is a good idea (great idea) to spend less than you earn. If...

Click the link immediately following each item to read the full blog post. 1. We care more about you, your life, your hopes, your dreams,...

4. We help you determine and manage the complexities of your IRA RMDs. We help you determine and manage the complexities of your IRA RMDs...

A few years ago, I read this short post from Seth Godin, one of my all-time favorite sources of wisdom: "Here’s conventional wisdom:...

3. We adopt a Fiduciary Standard in our relationship with you. We proactively adopt and implement a Fiduciary Standard in our...

"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable...

2. We help you become the visionary for your own life. We believe that having a vision for your life is essential to your success in life...

In earlier blogs, I have talked about the idea of Two-Hundred Year Thinking and related several stories about the importance of thinking...

Yesterday, I introduced the topic of "Two-Hundred Year Thinking" ® by talking about Native American Philosophy. Many Native American...

For more than a decade, I have been encouraging my clients to think 200 years in the future and the difference they want their lives to...

1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name....

“All of humanity’s problems stem from man’s inability to sit quietly in a room alone." Blaise Pascal According to Pascal, a...

“Can anything be so elegant as to have few wants, and to serve them one’s self?” ― Ralph Waldo Emerson (1803-1882) Some of the best...

“Vision is the art of seeing what is invisible to others." Jonathan Swift Vision is an art - not a science. It exercises different...