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Steve Martin
Feb 8, 20232 min read
Identifying Great Investment Opportunities Webinar on March 8th
Registration for the Weston Wellington Stay in Your Seat Webinar on March 8 at 11:30 a.m. MST is open. Please go here to register. We...
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Steve Martin
Feb 6, 20233 min read
You and Your Money: Changing Your Mindset for Financial Success
The way we see money has a big impact on our happiness and stress levels. Some of us constantly worry about finances, whereas others tend...
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Steve Martin
Jan 31, 20233 min read
Local Charity Highlight - Respite Care, Inc.
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
Jan 23, 20231 min read
117 Things We Do for Our Clients - Number 16 - We Review Your Existing IRAs
It is easy to make mistakes in managing your IRA, and some common mistakes can defeat many of the benefits of having an IRA. These...
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Steve Martin
Jan 17, 20231 min read
Holiday Gift Drive Recap - Thank You for Your Generosity!
Thank you for partnering with us and Serve 6.8's Virtual Giving Tree to help local families this past holiday season. Your involvement...
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Steve Martin
Jan 10, 20231 min read
Allow Your Children to Live Their Own Lives
Carl Jung said, "Nothing has a stronger influence psychologically on their environment and especially on their children than the unlived...
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Steve Martin
Jan 3, 20231 min read
Become a Hero
Joseph Campbell said, “A hero is someone who has given his or her life to something bigger than oneself.” When we look outside ourselves...
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Steve Martin
Dec 22, 20222 min read
New Year’s Questions – An Exercise to Begin the New Year
As we approach the end of 2022 and the beginning of 2023, it is worth spending a little time thinking about what is important to you for...
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Steve Martin
Dec 20, 20221 min read
Make Every Day Christmas Day
Why should our most significant gifts of goodness, kindness, and joy be limited to one day a year? In A Christmas Carol, Charles Dickens...
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Steve Martin
Dec 12, 20222 min read
Local Charity Highlight - Rocky Mountain Raptor Program
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
Dec 5, 20221 min read
Don't Give Up - Ask for Help
One of the best books I have read in the past couple of years is The Boy, the Mole, the Fox, and the Horse by Charlie Mackesy. "This...
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Steve Martin
Nov 29, 20221 min read
Practicing Gratitude
We just celebrated our national day of Thanksgiving. One day of Thanksgiving is good, but gratitude should be part of our everyday...
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Steve Martin
Nov 18, 20221 min read
Happy Thanksgiving!
Thanksgiving is one of my favorite times of the year! It reminds me of the brave people who left their homes and embarked on a dangerous...
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Steve Martin
Nov 14, 20222 min read
First Annual Christmas Gift Drive!
As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is partnering with Serve 6.8's Virtual...
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Steve Martin
Nov 11, 20221 min read
A Day to Remember Those who have Served
Today is Veterans’ Day - a day for us to remember all those who have served to create and protect this great nation. The United States of...
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Steve Martin
Oct 28, 20221 min read
Sharing Wisdom – If I Had My Life to Live Over Again
There is a lot of wisdom that is worth sharing. This is one of my favorites, reflecting great perspective. “If I had my life to live...
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Steve Martin
Oct 24, 20222 min read
Charity Highlight - Guide Dogs for the Blind
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
Oct 17, 20221 min read
Start Walking!
“The journey of a thousand miles begins with one step.” Lao Tzu It is not easy to begin something new. It takes courage and...
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Steve Martin
Oct 11, 20221 min read
Task of a Poet
Every once in a while I realize that we are ALL poets. Check out this poem, "Task of a Poet", by Dejan Stojanovic “To hear never-heard...
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Steve Martin
Sep 30, 20221 min read
Your Great-Great-Great-Great Grandchildren
I care about my children's well-being and their quality of life. I hope that life is good for them, and I will do all that I can to make...
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