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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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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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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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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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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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Steve Martin
Mar 29, 20241 min read
Commit – Don’t Just Sit
Oh, the places you'll go, when you commit! Without commitment, you'll just sit and sit. You'll hesitate and draw back, feeling blue, And...
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Steve Martin
Mar 18, 20242 min read
Life Is a Work of Art, a Masterpiece in the Making
Life is a work of art, a masterpiece in the making. Like an art project, it is ever-evolving and takes shape with every decision we make,...
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Steve Martin
Mar 14, 20244 min read
How to Proceed When One Parent Requires Nursing Home Care but the Other Doesn't
You probably imagined your parents would grow old together, walking hand-in-hand and helping one another through the trials and...
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Steve Martin
Mar 8, 20242 min read
Beyond Riches: Weaving a Legacy Through Authentic Action
The notion of "legacy" carries diverse weight depending on the individual. While often dismissed in our youth, it can become increasingly...
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Steve Martin
Mar 1, 20241 min read
117 Things We Do for Our Clients Number 23 - Help You Find Ways to Reduce Your Tax Burden
Rather than relying on chance, we assist you in exploring effective strategies to lower your tax liabilities. In the complex realm of tax...
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Steve Martin
Feb 20, 20242 min read
Enough is Enough: Ditch the Hamster Wheel, Find Your Oasis!
Ever feel like you're stuck on a hamster wheel, running faster and faster but never getting anywhere? You cram your schedule with...
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Steve Martin
Feb 19, 20243 min read
Smart Financial Moves for Young Adults: Safeguarding Wallets, Credit Scores, and Futures
Stepping into adulthood brings newfound freedom and independence. As young adults venture out independently, balancing this excitement...
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Steve Martin
Feb 12, 20242 min read
In a World Where You Can be Anything, Be Kind (Repost)
"Three things in human life are important: the first is to be kind; the second is to be kind; and the third is to be kind." - Henry...
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Steve Martin
Feb 5, 20242 min read
Dreaming Big: Desmond Tutu's Call to Action
Desmond Tutu, a respected Archbishop from South Africa and recipient of the Nobel Peace Prize, once shared a profound message that deeply...
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Steve Martin
Jan 30, 20242 min read
Local Charity Highlight: Animal Friends Alliance
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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