Do you have a question for Joe & Al? Ask them on air every Friday. Submit the form below or call us directly at 1-877-222-6044.
Your Information is Secure.
The ADV brochure provides information about the qualifications and business practices of Pure Financial Advisors, Inc. Submit the form below or call us directly at 1-877-222-6044.
Your Information is Secure.
Gain access to Pure Financial’s White Papers. Submit the form below or call us directly at 1-877-222-6044.
Your Information is Secure.
Submit the form to claim your offer - or call us directly at 1-877-222-6044.
Your Information is Secure.
Submit your request to join Joe Anderson and “Big Al” Clopine on air - or call us directly at 1-877-222-6044.
Your Information is Secure.
We’ll do our best to respond within two business days. Submit the form below or call us directly at 1-877-222-6044.
Your Information is Secure.
Sign up for a free two-meeting assessment with a Certified Financial Planner™ today! Submit the form below or call us directly at 1-877-222-6044.
Your Information is Secure.
Your path to personalized financial advice starts here. Submit the form below or call us directly at 1-877-222-6044 to see how one of our trusted advisors can help you.
Your Information is Secure.
Your Information is Secure.
Pure Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this web page. We want you to feel completely organized and in control of your finances. Your planner is always here to help as your personal financial coach.
Financial Plan & Vault Investment Performance
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 Clopine
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 McCullock
Being self-employed has a lot of appeal, giving you the flexibility of your own calendar. However, for the self-employed business owners, there are some additional taxes you need to be aware of. It’s a Self Employment Tax and it consists of two parts Social Security Tax and Medicare Tax.
Make sure to subscribe to our channel for more helpful tips … Read more
Peter Keller
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 Brandeis
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 Cook
Allison Alley, CFP® answers a common question: is Social Security considered income?
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 Alley
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 Dugan
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 Cattelino
You’ve heard the phrase, “don’t put all your eggs in one basket?” In this video, Nate Ritchison, CFP® explains how portfolio diversification is the concept of spreading your eggs – that is, your investments – across many baskets, or asset classes, to limit the damage when some of the baskets fall.… Read more
Nathaniel Ritchison
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.
Robert Canavan
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 Brandeis
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 Perry
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 Perry
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