Blog | Purposeful Financial and Legacy Planning

Building a 200-Year Family Legacy: The Power of Stories and Traditions

Nov 6, 20233 min read

Building a 200-Year Family Legacy: The Power of Stories and Traditions

In the grand adventure of life, each family weaves a unique story, a narrative that echoes through generations. Preserving this story is...

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Local Charity Highlight: Housing Catalyst

Steve Martin

Oct 30, 20232 min read

Local Charity Highlight: Housing Catalyst

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 21 - Help Educate You and Your Family in Financial Concepts

Steve Martin

Oct 23, 20231 min read

117 Things We Do for Our Clients Number 21 - Help Educate You and Your Family in Financial Concepts

At Purposeful Financial Planning, we're not just financial planners; we're educators who believe in empowering your entire family....

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Crafting Comfort: Home Innovations for Senior Ease

Steve Martin

Oct 11, 20233 min read

Crafting Comfort: Home Innovations for Senior Ease

Retirement ushers in a period where the ideal dwelling should offer both peace and practical features. As this phase looms, many seek a...

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Steve Martin

Oct 3, 20231 min read

Beyond Money: Unveiling True Wealth

In a world often preoccupied with material possessions and financial gain, rapper Kevin Gates offers a refreshing perspective: "True...

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The Power of Courage: Embrace the Fear, Embrace the Dare

Steve Martin

Oct 2, 20232 min read

The Power of Courage: Embrace the Fear, Embrace the Dare

Fear is often seen as a roadblock, something that holds us back from achieving our dreams and goals. But as Nelson Mandela wisely said,...

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Local Charity Highlight: The Nappie Project

Steve Martin

Sep 25, 20231 min read

Local Charity Highlight: The Nappie Project

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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Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul

Steve Martin

Sep 12, 20234 min read

Attention Parents and Grandparents of College-Bound Students: FAFSA Gets an Overhaul

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application...

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Steve Martin

Sep 6, 20233 min read

Embrace Simplicity for Happiness

In today's consumer-driven world, we're often lured into pursuing more, bombarded by ads and societal pressures. Yet, participating in...

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Financial Tips for Parents of College-Bound Children

Steve Martin

Sep 1, 20232 min read

Financial Tips for Parents of College-Bound Children

As the summer season draws to a close and a new academic year looms ahead, it becomes crucial for parents with college-bound children to...

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Local Charity Highlight: Hope Lives! The Lydia Dody Breast Cancer Support Center

Steve Martin

Aug 28, 20231 min read

Local Charity Highlight: Hope Lives! The Lydia Dody Breast Cancer Support Center

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

Aug 18, 20231 min read

Covey on Commitment and Boldness

To achieve our goals, we must first make a deep commitment to them. Without commitment, we lack the necessary focus and determination to...

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117 Things We Do for Our Clients Number 20 - We Help You Prioritize Your Financial Actions

Steve Martin

Aug 14, 20231 min read

117 Things We Do for Our Clients Number 20 - We Help You Prioritize Your Financial Actions

Do you find yourself overwhelmed with a long list of financial action steps but struggle to figure out where to start? You're not alone....

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Another Interest Rate Hike by the Federal Reserve - Are We Done Yet?

Steve Martin

Aug 7, 20232 min read

Another Interest Rate Hike by the Federal Reserve - Are We Done Yet?

After a brief pause in its interest rate hike campaign, the Federal Reserve decided to raise rates by a quarter of a percentage point on...

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Starting a Home-Based Business as a Senior: Tips and Tricks

Steve Martin

Aug 2, 20233 min read

Starting a Home-Based Business as a Senior: Tips and Tricks

As we age, our lives shift and change in many ways. From retirement to downsizing, seniors often search for ways to supplement their...

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Minimizing Identity Theft for the Deceased: Protecting Their Legacy

Steve Martin

Jul 31, 20231 min read

Minimizing Identity Theft for the Deceased: Protecting Their Legacy

Losing a loved one is an emotionally challenging time, and the last thing anyone wants to think about during such a period is the...

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Local Charity Highlight: Dolly Parton's Imagination Library in Larimer County, CO

Steve Martin

Jul 21, 20232 min read

Local Charity Highlight: Dolly Parton's Imagination Library in Larimer County, CO

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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How the SECURE 2.0 Act Changed 529 Plans

Steve Martin

Jul 13, 20234 min read

How the SECURE 2.0 Act Changed 529 Plans

Changes to 529 Plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve...

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Protecting Your Finances: Understanding FDIC Insurance Limits

Steve Martin

Jul 6, 20232 min read

Protecting Your Finances: Understanding FDIC Insurance Limits

When it comes to safeguarding your hard-earned money, understanding the limitations and protections offered by the Federal Deposit...

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A Step-By-Step Guide to Starting a Family Charitable Foundation with $50,000

Steve Martin

Jun 30, 20232 min read

A Step-By-Step Guide to Starting a Family Charitable Foundation with $50,000

If you're a high net-worth individual with a desire to make a difference in your community, starting a family charitable foundation can...

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