Recent Educational Videos
Does your company provide a Flexible Spending Account (FSA) to help cover healthcare expenses? If so, our Financial Planner Joe Schweiger, CFP®, AIF®, guides you through the details of FSA’s to ensure it’s the right employee benefit for you. FREE GUIDE | Retirement Readiness Guide Transcript Today’s financial tip is utilizing the balance in your...
2023
A year-end financial planning checklist is a must for understanding your retirement plan, optimizing investments, and reviewing tax strategies. Pure’s Financial Planner, Phillip Chinothai, CFP®, AIF®, discusses five ways to keep you on track: Review Your Investment Portfolio Maximize Retirement Plan Contributions Review Roth Conversions Plan for Tax Deductions and Credits Update Your Financial Plan...
2023
There are several actions you can take to lower your 2023 tax bill, but they need to be implemented before December 31! These strategies include Roth conversions, tax loss harvesting, tax gain harvesting, the Backdoor Roth IRA, net unrealized appreciation, and charitable giving strategies such as a donor-advised fund. Watch this year-end tax planning webinar...
2023
More Educational Videos
With the holiday season just around the corner, it’s no surprise that many of us will turn to the internet for our shopping. While online shopping offers more convenience and variety of choices, it also exposes us to the risk of cyberattacks and potential data breaches. Pure’s Financial Planner, Jeff Brecht, CFP®, AIF®, reviews 10 […]
Do you know the difference between tax deductions and tax credits? Pure’s Financial Planner, Peter Stokes, CFP®, AIF® discusses how both options can cut down your tax bill, but in different ways. Tax deductions work to reduce taxable income, while tax credits directly impact the taxes that you owe. Learn more about: Tax credits for […]
Tax season is fast approaching and now is a great time to get started to be ahead of the curve. Pure’s Financial Planner, Nick Rose, CFP®, AIF®, will guide you through a simple checklist designed to navigate through tax strategies to help you retain more of your hard-earned dollars. FREE GUIDE | End of Year […]
Every year, Medicare’s open enrollment period is from October 15 to December 7. Choosing the right Medicare plan can be overwhelming, but understanding the basics can help you make an informed decision. Pure’s Financial Planner, Matt Gray, CFP®, discusses the important Medicare parts to consider. FREE GUIDE | Medicare Check-up Guide Transcript Today we’ll cover Medicare […]
For nearly 19 years, Medicare expert and co-founder of Boomer Benefits, Danielle K. Roberts, has been helping people make the most of their Medicare benefits. In this webinar for Pure Financial Advisors, Danielle explains: The basics of Medicare, Part A, Part B, Part C, and Part D Medicare and Social Security How to sign up […]
Do you want to understand how to get the most amount of return for the amount of risk you’re willing to tolerate? Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, provides insight into what investing strategies can help you improve your odds of success and establish a foundation to achieve long-term goals. FREE GUIDE | 10 […]
Medicare can seem complex with its four parts and various coverage options. Pure’s Financial Planner, Daniel Goldstein, CFP®, AIF®, simplifies it for you to help you find plans that suit your needs and budget. FREE GUIDE | Medicare Check-up Guide Transcript Medicare has four parts: Part A; hospital insurance, Part B; medical insurance, Part C; […]
Medicare is a complex program that has many parts and options to choose from. Pure’s Financial Planner, Rachel Füss, CFP®, AIF® walks you through common Medicare mistakes that you should avoid. Take the time to learn, and you’ll safeguard your retirement health coverage without overspending FREE GUIDE | Medicare Check-up Guide Transcript Medicare is a […]
It’s all about the Benjamins! The dollar is far and away the dominant currency in the global financial system, but it doesn’t mean the value of the dollar won’t fluctuate up and down. Pure’s Executive Vice President and Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, answers a few questions regarding the US dollar […]
Whether you are already retired, or just planning for retirement, we have a course you may want to add to your gratitude list. Pure Financial’s Director of Education, Kathryn Bowie, discusses details about our classes to help you reach your financial goals. SIGN UP FOR A RETIREMENT CLASS NOW Transcript Whether you are already retired, […]
Many people are invested in stocks from around the world and don’t even know it, which highlights the importance of a well-structured and diversified investment portfolio. Pure’s Senior Financial Planner, Robert Canavan, CFP®, AIF®, discusses methods for improving your global exposure through investment. FREE GUIDE | Beyond Borders: Global Investing Transcript Here is an oldie […]
As a parent, are you prepared to pay for your children’s college expenses? The numbers can be overwhelming when you look at the cost of sending your adult children to college. Pure’s Financial Planner, Brian Wolff, CFP®, AIF®, will review three investment savings plan options: 529 Plan Coverdell Account Prepaid College Tuition Plan Regardless of […]
