Blog | Purposeful Financial and Legacy Planning

Mar 3, 20121 min read

Eve of Destruction?

Here’s an interesting take on how to handle the current turmoil in the markets – and why it’s “Still not different this time”. Steve...

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Steve Martin

Mar 3, 20121 min read

Eve of Destruction ?

by Roger Hewins And you tell me over and over and over again my friend Ah, you don’t believe we’re on the eve of destruction. –Protest...

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Steve Martin

Mar 3, 20121 min read

The Four Most Dangerous Words in Investing

I hear the word’s “But, It’s different this time” quite often. I think you’ll find this take on that issue very interesting. Steve...

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Steve Martin

Feb 27, 20121 min read

Risk and Return are Joined at the Head

I found this article on Risk & Return (By Chuck Jaffe, MarketWatch) to be worth reading. Steve ================== BOSTON (MarketWatch) —...

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Steve Martin

Feb 26, 20121 min read

How to Take a Month Off

How to take a month off

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Steve Martin

Feb 26, 20121 min read

Building a Family Dynasty Group News | LinkedIn

Building a Family Dynasty Group News | LinkedIn.

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Steve Martin

Feb 26, 20121 min read

Building a Family Dynasty Group News | LinkedIn

Building a Family Dynasty Group News | LinkedIn.

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Steve Martin

Feb 22, 20121 min read

Whitney Houston: Estate planning lesson in a sad, untimely death

The premature death of pop star Whitney Houston should serve as a concrete reminder to financial advisers to make sure that wealthy...

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Steve Martin

Feb 18, 20121 min read

What to Do With Your Tax Refund

NEW YORK (MainStreet) – Simply utter the words “Tax Day” to friends and they’ll likely respond with a cringe and some serious eye...

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Steve Martin

Feb 18, 20121 min read

Invest With the Silent Minority

A routine report from Morningstar contains some great advice for investors, if you know how to interpret it. The report notes that...

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Steve Martin

Feb 18, 20121 min read

The Stages of Change and Starting New Healthy Habits

Reminders about Starting New Healthy HabitsFebruary 17, 2012 By Matthew Killorin Comments 0change ahead. Matthew Killorin Have you ever...

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Steve Martin

Feb 13, 20121 min read

Non-financial planning for financial hardship

This week adds four more strategies that are as much about people as about money. 1. Build a good support team before you need one. In...

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Steve Martin

Feb 13, 20121 min read

Four steps can insulate you from financial disaster

Preparing for an unanticipated and unforeseen financial disaster may seem like an oxymoron. How can you possibly prepare for something...

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Steve Martin

Jan 30, 20123 min read

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 play and to look up to the stars; to...

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Steve Martin

Jan 15, 20122 min read

Investing 101 – Part 2 – Be Risk Appropriate

This is the second in my series on series of articles on the keys to a successful investing strategy. Part 1 can be found here: ...

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Steve Martin

Jan 10, 20121 min read

The Things Some “Financial Advisors” Won’t Tell You | Financial Awakenings

The Things Some “Financial Advisors” Won’t Tell You | Financial Awakenings.

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Steve Martin

Jan 10, 20123 min read

Investing 101 – Part 1 – Begin With The End in Mind

My first rule of good investing comes from the well-known management consultant, Stephen Covey. In his book,” The Seven Habits of...

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Steve Martin

Jan 5, 20121 min read

Why You Shouldn’t Automatically Reinvest Dividends

If you’re new here, you might want to learn what this site is about.Please consider signing up to receive free updates via RSS or...

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Steve Martin

Jan 4, 20121 min read

Study Reveals Lack of Knowledge about Income Needed for Retirement

Most Americans fail to calculate how much money they will need for a steady and lasting retirement income, according to a new report....

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Steve Martin

Jan 3, 20122 min read

New Year’s Questions – An Exercise to Begin 2012

New Year’s Questions – An Exercise to Begin 2012 New Year’s Questions I picked these questions up at a wonderful workshop I attended a...

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