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A Financial Purpose non-profit

Purposeful Finance is a 501(c)(3) nonprofit devoted to helping people place purpose at the center of their financial life. Helping you understand money as a tool to help you live your great life - not life as a tool to help you gather money:

Recent Articles
IRS 2023 Tax Tables, Deductions, & Exemptions
IRS 2023 Tax Tables, Deductions, & Exemptions

The IRS has announced the 2022 income tax tables and other adjustments for inflation. Plan ahead to lower your 2022 income taxes and lower lifetime taxes through multi-decade tax planning impacting Roth conversion strategies, the sale of major assets, passing down family businesses, or dealing with Required Minimum Distributions.

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How Today's and Future Inflation Impacts Your Retirement
How Today's and Future Inflation Impacts Your Retirement

Inflation is an insidious beast, and it’s surprisingly more dangerous than a market crash.

How would a slight increase in expected inflation impact your retirement plans? For the vast majority of my clients, inflation is the single biggest concern when stress testing the analysis and statistical models of their retirement plan.

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Why Today's Inflation Isn't the Hyperinflation of the 70s
Why Today's Inflation Isn't the Hyperinflation of the 70s

Are we in store for another painful period like we saw in the 70s (when mortgage rates were in the double digits)? The short answer: highly unlikely. Because other economic factors characterizing the late 70s aren’t present and even the type of inflation is fundamentally different.

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Financial Planning shouldn't just be for the wealthy. Purposeful Finance offers subsidies for low-cost financial coaching designed for low-income families and recent graduates. 

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Get fiduciary and fee-only financial advice without the conflicts of interest inherent in commissioned financial product sales.

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Set your people on the path to financial stability. Purposeful Finance offers low-cost financial literacy seminars for schools, religious organizations, non-profits, and small businesses.

Programs are purely educational and no sales pitches are allowed before, during, or after the seminars. 

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