Can I Buy Real Estate in an IRA?

Lots of people are interested in owning property in their individual retirement account (IRA). It can be done, but in this video, “Big Al” Clopine, CPA offers six things you might want to consider first.

1. You can’t have a mortgage in an IRA
2. You cannot work on the property yourself
3. There are no tax benefits
4. You … Read more

Alan ClopineAlan Clopine

Top 3 IRA Mistakes To Avoid

Many people are making mistakes when it comes to their IRAs. The top 3 mistakes we see are: people missing out on funding their IRAs, misunderstanding the age limits for contributions to an IRA and forgetting the spousal IRA. While there are many more mistakes, knowing these top 3 could help you avoid these common errors.

For other IRA mistakes … Read more

Robert McCullockRobert McCullock
How Does Social Security Work?

How Does Social Security Work?

Currently, there are over 67 million people receiving Social Security benefits. Additionally, there are 10,000 baby boomers turning 65 every single day for the next 12 years. This is going to put some strain on Social Security when it comes to your claiming strategies, but in this video, Susan Brandeis, CFP® breaks down exactly how Social Security works, how it … Read more

Susan BrandeisSusan Brandeis

Types of Risk Management

We all understand that there’s risk in the world. Put simply, risk is the possibility of loss. As investors, we tend to focus solely on market risk. But there are many different types of risk. In this video, David Cook, CFP® of Pure Financial Advisors discusses not only market risk, but also longevity risk, inflation risk, sequence of returns risk, … Read more

David CookDavid Cook
Is Social Security Considered Income?

Is Social Security Considered Income?

Allison Alley, CFP® answers a common question: is Social Security considered income?


Transcript:

One of the questions we get quite a lot is in regard to Social Security. People always want to know if Social Security is considered income. Well, the short answer is yes, but it’s not quite that simple. It is income, but it’s not considered earned income. … Read more

Allison AlleyAllison Alley
Portfolio Rebalancing: Benefits and Best Practices

Portfolio Rebalancing: Benefits and Best Practices

What are the best practices for portfolio rebalancing and what are the benefits of rebalancing your portfolio of investments? Senior Financial Planner Jack Dugan, CFP® from Pure Financial Advisors explains.

Transcript:

Today’s topic is rebalancing your portfolio. And if we’re going to talk about rebalancing a portfolio, we’re assuming you have a balanced portfolio to start with. Well, what exactly … Read more

Jack DuganJack Dugan

Can I Collect Social Security While Working?

Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep in mind, there may be some complications. Amy Cattelino, CFP® explains.

 

 

Transcript:

Here’s a question we get a lot: “Can I collect Social Security and continue to work?” And the answer is yes. But keep … Read more

amy cattelinoAmy Cattelino
Risk Management

Why Is Risk Management Important?

Risk Management is a term most frequently associated with large businesses due to its crucial importance for corporations. However, risk management activities are just as vital when it comes to personal finances. In this video, Pure Financial Advisors’ Robert Canavan, CFP® explains why risk management is important in your personal, professional, and investing life.

Blog: Why Risk Management is

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Robert Canavan
What is a CFP

What is a CERTIFIED FINANCIAL PLANNER™?

What is a CERTIFIED FINANCIAL PLANNER™? Do I really need a CERTIFIED FINANCIAL PLANNER™? How do CERTIFIED FINANCIAL PLANNER™s get paid? Pure Financial Advisors’ Director of Financial Planning, Susan Brandeis, CFP® answers these questions.

Transcript:

So today what we’re going to talk about is, what is a CERTIFIED FINANCIAL PLANNER™? So what a CERTIFIED FINANCIAL PLANNER™ is, is somebody that’s … Read more

Susan BrandeisSusan Brandeis
Bear market investing strategies

Preparing for a Bear Market: A Comprehensive Guide

Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® explains the signs of a bear market, indicators associated with a decline becoming a bear market, and why it’s so difficult to predict the bear. What is a bear market? What causes them? Brian answers these questions and goes over the history of bear markets and their recovery times. Finally, … Read more

Brian PerryBrian Perry
How to prepare for the next bear market

How to Prepare for the Next Bear Market

What is a bear market? What are the causes of a bear market? Pure Financial Advisors’ Director of Research, Brian Perry, CFP® answers these questions and goes over the history of bear markets and their recovery times. Brian explains why bear market predictions are so difficult to make and offers some bear market investing strategies.

For Brian’s Comprehensive Guide to … Read more

Brian PerryBrian Perry
Should I start investing

Should I Be Investing?

A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk.

Transcription:

So the question of the day is, Should I be investing?”

And the answer is No.

All right, obviously … Read more