Blog | Purposeful Financial and Legacy Planning

Jan 11, 20151 min read

10 Warning Signs Your Investment Advisor Is Leading You Astray

A short and interesting article from Michael Kay – a great CFP! Steve ===================================== You know the old joke.How can...

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Steve Martin

Jan 1, 20151 min read

Boost Your Financial Health in 12 Monthly Steps | FiGuide

An interesting annual plan from Eve Kaplan, CFP® Enjoy – Steve ============================== Yup – it’s that time of year again when you...

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Steve Martin

Dec 28, 20142 min read

New Year’s Questions – An Exercise to Begin 2015

New Year’s Questions I picked these questions up at a wonderful workshop I attended a few years ago and have found them very useful. I...

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Steve Martin

Dec 2, 20141 min read

Las Vegas Financial Advisor, CFP Certified Financial Planner in Las Vegas Financial Planning Firm |

Year-End Tax Planning for Individuals Once again, tax planning for the year ahead presents more challenges than usual, this time due to...

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Steve Martin

Dec 1, 20141 min read

Rick Kahler: More Gratitude, Less Spending

A great article by Rick Kahler about Gratude and Money. It is worth reading! Steve ============================== Do you want to more...

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Steve Martin

Dec 1, 20143 min read

Living with Volatility, Again!

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other...

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Steve Martin

Dec 1, 20142 min read

So You Think You’re a Risk-Taker? | Jason Zweig

This is a very interesting article by Jason Zweig about how are brain affects our investment choices. I think you will enjoy it. Steve...

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Steve Martin

Dec 1, 20141 min read

How your personality affects your investment choices

This is a very interesting article about behavioral finance – and why you need an advisor. Enjoy – Steve ————————————————————————— If you...

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Steve Martin

Dec 1, 20141 min read

Find a financial adviser who will put your interests first – The Washington Post

This is a great article dealing with the topic of finding an advisor who works for YOU! Most don’t! Steve Today’s column is going to be...

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Steve Martin

Nov 27, 20141 min read

Improve Your Life: What 10 Things Should You Do Every Day To Improve Your Life?

10 things that scientific research shows can help improve your life. 1) Get out in nature You probably seriously underestimate how...

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Steve Martin

Nov 26, 20141 min read

Thank$giving: A Money $tory

Do you live in a bubble? Perhaps you live in a community where financial success is pretty much assumed. Where no one talks about money...

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Steve Martin

Nov 24, 20143 min read

Gratitude – A Key to A Richer Life

Gratitude – A Key to A Richer Life Henry Van Dyke said: “Be glad of life, because it gives you the chance to love and to work and to...

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Steve Martin

Nov 10, 20141 min read

The Dream Box

A great article by John A. Warnick – a friend and the founder of the Purposeful Planning Institute. Do you have your Dream Box? Steve...

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Steve Martin

Nov 9, 20141 min read

Retirement Plan Contribution Limits for 2015

The IRS recently announced their new retirement plan contribution limits for 2015. Some have changed, some have not. Here are the...

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Steve Martin

Oct 21, 20141 min read

7 Money Conversations You Want To Have With Your Kids- Financial Life Focus

One of the most important things we can do is help our children learn how to handle money. Michael Kay has some good ideas to help you...

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Steve Martin

Oct 21, 20141 min read

There’s Only One Thing Certain About Market Uncertainty

This is a great article from Michael Kay about market uncertainty (which we are now very familiar with) and what you should do about it....

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Steve Martin

Oct 13, 20141 min read

How to Win the Loser’s Game Part II With Eugene Fama

This is a short video on the importance of keeping investment costs low. I think you will find it interesting. Steve...

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Steve Martin

Oct 13, 20141 min read

A Little-Known Social Security Spousal Benefit Option

One more reason that it is worth thoroughly investigating your social security options. An interesting article from Jim Blankenship....

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Steve Martin

Sep 19, 20141 min read

The Error-Proof Portfolio: 6 Asset-Allocation Pitfalls to Avoid

Looking for a hot stock to own for the next few months? An exchange-traded fund that will help you capitalize on trouble in the Middle...

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Steve Martin

Sep 5, 20141 min read

Private Equity Not Worth The Risk

More interesting information from Larry Swedroe – Steve ======================================== Last week, I wrote in-depth about some...

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