Blog | Purposeful Financial and Legacy Planning

Raising Money-Smart Children and Grandchildren

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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Making Your Future Bigger Than Your Past

Steve Martin

Aug 13, 20242 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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117 Things We Do for Our Clients Number 26 - Help You Determine the Risk Level of Your Existing Portfolio

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 29, 20242 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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Understanding and Avoiding Scams: A Senior's Guide to Financial Security

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 15, 20242 min read

What Are You Going to Do About It?

The world is full of challenges. It's easy to fall into the trap of complaining about the problems we encounter. We vent our frustrations...

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Budgeting Basics: The Key to Financial Control

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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Stars, Stripes, and Sparklers: Reliving Fourth of July in the Fabulous Fifties

Steve Martin

Jun 27, 20242 min read

Stars, Stripes, and Sparklers: Reliving Fourth of July in the Fabulous Fifties

The Fourth of July has always been a cherished American tradition, but there was a certain magic to Independence Day celebrations in the...

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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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Join Me for the Handwritten Letter Challenge This July

Steve Martin

Jun 17, 20242 min read

Join Me for the Handwritten Letter Challenge This July

Writing letters by hand is a skill and joy that's quickly being lost in our digital age. This July, I'm challenging myself and all of you...

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Local Charity Highlight - the Matthews House

Steve Martin

Jun 10, 20241 min read

Local Charity Highlight - the Matthews House

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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117 Things We Do for Our Clients Number 25 - Help You Identify Areas of Overspending

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

May 27, 20241 min read

Identifying Your Purpose

Can't identify your life's purpose? Start by uncovering your passions instead. Allow your genuine interests and deep-rooted enthusiasms...

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Steve Martin

May 20, 20242 min read

The Power of Joy

"The highest levels of performance come to people who are centered, intuitive, creative, and resilient, what we call 'being in the...

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Steve Martin

May 13, 20241 min read

Embrace Risks on Your Path to Success

One universal truth shines through in pursuing success and fulfillment: "Anything worth doing comes with its fair share of risk." These...

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Steve Martin

May 6, 20241 min read

The True Wealth That Money Can't Buy

Forget bulging wallets and fancy cars. True wealth isn't measured in dollar bills. It's a treasure chest overflowing with experiences,...

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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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John Wooden's Wisdom: Reputation vs. Character

Steve Martin

Apr 22, 20242 min read

John Wooden's Wisdom: Reputation vs. Character

The renowned basketball coach, John Wooden, once said, "Your reputation is what others think of you; your character is what you truly...

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The Courage to Unravel: Why Questioning Your Beliefs is Essential

Steve Martin

Apr 15, 20242 min read

The Courage to Unravel: Why Questioning Your Beliefs is Essential

Albert Einstein, who redefined our understanding of the universe, once declared, "The highest form of moral courage is to question our...

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117 Things We Do for Our Clients Number 24 - Help You Set Up a Personal or Company Retirement Plan

Steve Martin

Apr 5, 20241 min read

117 Things We Do for Our Clients Number 24 - Help You Set Up a Personal or Company Retirement Plan

Whether you're an individual investor or a business owner, securing your financial future requires careful planning and informed...

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