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Steve Martin
Oct 23, 20231 min read
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....
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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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Steve Martin
Apr 19, 20221 min read
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...
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