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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....
Steve Martin
Oct 23, 20231 min read
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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...
Steve Martin
May 15, 20231 min read
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117 Things We Do for Our Clients - Number 14 - Help you Choose the Appropriate Custodial Accounts
We help you choose the appropriate custodial accounts and 529 education savings plans. Many of our clients view providing for the...
Steve Martin
Apr 19, 20221 min read
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