Blog | Purposeful Financial and Legacy Planning

Local Charity Highlight - Junior League Career Closet

Jun 18, 20232 min read

Local Charity Highlight - Junior League Career Closet

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 To Get Started With Retirement Planning: Tips for 40-Year-Olds With No Savings

Steve Martin

Jun 15, 20232 min read

How To Get Started With Retirement Planning: Tips for 40-Year-Olds With No Savings

Retirement planning can be daunting, especially if you're in your 40s and still need to start saving. But the good news is that there is...

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5 Common Financial Mistakes People in Their Thirties Make and How to Avoid Them

Steve Martin

Jun 9, 20232 min read

5 Common Financial Mistakes People in Their Thirties Make and How to Avoid Them

As you approach your thirties, it's essential to start taking a more active role in managing your finances. This is when you'll likely be...

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Steve Martin

Jun 1, 20231 min read

Building a Business on Authenticity

In the early days of their business, Bert and John Jacobs of Life Is Good faced a common problem for many entrepreneurs: they looked...

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Local Charity Highlight - 3Hopeful Hearts

Steve Martin

May 26, 20232 min read

Local Charity Highlight - 3Hopeful Hearts

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 19 -Monitor Life and Family Changes

Steve Martin

May 22, 20232 min read

117 Things We Do for Our Clients Number 19 -Monitor Life and Family Changes

Financial planning has transformed into an ongoing process, moving away from the notion of a one-time event captured in thick documents...

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Five Hints for Helping Your Grandchildren Earn Income

Steve Martin

May 15, 20231 min read

Five Hints for Helping Your Grandchildren Earn Income

In a previous blog, we discussed the wisdom of opening a Roth IRA for your grandchildren. One of the issues with doing this is that your...

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Opening a Roth IRA for Your Grandchildren: A Gift That Keeps on Giving

Steve Martin

Apr 28, 20231 min read

Opening a Roth IRA for Your Grandchildren: A Gift That Keeps on Giving

I often get questions from grandparents wondering if opening a Roth IRA for their young grandchildren is a smart financial move. And the...

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Local Charity Highlight - CASA for Children, Larimer County

Steve Martin

Apr 24, 20231 min read

Local Charity Highlight - CASA for Children, Larimer County

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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The Unlived Life Is Not Worth Examining: Why Taking Risks Is Essential to Living a Fulfilling Life

Steve Martin

Apr 21, 20232 min read

The Unlived Life Is Not Worth Examining: Why Taking Risks Is Essential to Living a Fulfilling Life

Have you ever felt like you're just going through the motions in life? Do you find yourself stuck in your comfort zone, afraid to take...

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Steve Martin

Apr 12, 20232 min read

Book Review – The Good Life

I just finished reading The Good Life and highly recommend it to anyone who wants to improve their life. In this book, Robert Waldinger...

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Begin It Now - "Boldness Has Genius, Power, and Magic in It"

Steve Martin

Apr 10, 20232 min read

Begin It Now - "Boldness Has Genius, Power, and Magic in It"

One of my favorite quotes is from William Hutchison Murray: “Until one is committed, there is hesitancy, the chance to draw back, always...

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Steve Martin

Mar 31, 20232 min read

Free Tax Prep and Filing Options

As a family, saving money wherever possible is important, especially when raising kids. One area where families can save money is in tax...

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Steve Martin

Mar 24, 20232 min read

Local Charity Highlight - FoCo Cafe

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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Life Planning and Financial Planning – An Essential Integration

Steve Martin

Mar 21, 20232 min read

Life Planning and Financial Planning – An Essential Integration

Life planning and financial planning are two interconnected components of personal development essential to achieving a fulfilling and...

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Steve Martin

Mar 13, 20231 min read

Keys to a Happy Retirement

Retirement can be a joyful time of life, but it requires careful planning and preparation to ensure that you fully enjoy it. Here are a...

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117 Things We Do for Our Clients Number 18 - We Help You Pass on Your Vision and Wealth

Steve Martin

Mar 7, 20232 min read

117 Things We Do for Our Clients Number 18 - We Help You Pass on Your Vision and Wealth

We work with you to design and implement long-term visions and financial plans that will pass on your values and wealth to your...

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Local Charity Highlight - Habitat for Humanity ReStore

Steve Martin

Feb 27, 20232 min read

Local Charity Highlight - Habitat for Humanity ReStore

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

Feb 20, 20231 min read

The Goal is NOT to Live Forever …

This is Steve's most popular blog, with over 1,376 views from around the world. “We all die. The goal isn’t to live forever, the goal is...

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117 Things We Do for Our Clients - Number 17- Give Investment Advice Without the Bias of Commissions

Steve Martin

Feb 10, 20231 min read

117 Things We Do for Our Clients - Number 17- Give Investment Advice Without the Bias of Commissions

Some advisors receive kickbacks or investment-related commissions. We provide investment advice without the bias of any commissions or...

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