117 Things | Purposeful Financial 2/2

Jun 25, 20211 min read

117 Things We Do for Our Clients - Number 7 - Ask Questions to Really Understand Your Needs

7. We ask questions to really understand your needs and objectives. We ask a myriad of questions that allow us to truly understand your...

Jun 14, 20211 min read

117 Things We Do for Our Clients - Number 6 - Guide You to Think About Areas of Your Financial Life

6. We guide you to think about areas of your financial life that you may not have considered. None of us know what we don't know. We help...

Mar 25, 20211 min read

117 Things We Do for Our Clients - Number 5 - Perform a Detailed Analysis on Social Security

5. We perform a detailed analysis and recommend when to start taking Social Security benefits. Social Security is an important source of...

Oct 14, 20202 min read

117 Things We Do for Our Clients - List in Progress

Click the link immediately following each item to read the full blog post. 1. We care more about you, your life, your hopes, your dreams,...

Oct 9, 20201 min read

117 Things We Do for Our Client - Number 4 - Help You Manage the Complexities of your IRA RMDs.

4. We help you determine and manage the complexities of your IRA RMDs. We help you determine and manage the complexities of your IRA RMDs...

Oct 1, 20201 min read

117 Things We Do for Our Client - Number 3

3. We adopt a Fiduciary Standard in our relationship with you. We proactively adopt and implement a Fiduciary Standard in our...

Aug 31, 20202 min read

Benjamin Graham and Warren Buffett on Volatility

"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable...

Aug 27, 20201 min read

117 Things We Do for Our Client - Number 2 - Help You Become the Visionary for Your Own Life

2. We help you become the visionary for your own life. We believe that having a vision for your life is essential to your success in life...

Aug 17, 20201 min read

117 Things We Do for Our Client - Number 1

1. We care more about you, your life, your hopes, your dreams, your fears, and your money than anyone who doesn’t share your last name....