Recent Educational Videos
Financial Educator Scott Huband, CFP® covers when the open enrollment period for Medicare opens and what exactly that means for you. Medicare’s open enrollment period runs from October 15 – December 7. In that period of time, you can make changes to your healthcare coverage....
Why is your financial advisor, custodian or brokerage firm asking you for a “trusted contact person?” In this video, Matt Horsley, CFP® of Pure Financial Advisors explains what a trusted contact person is and how Pure Financial is helping to safeguard our clients’ finances. Transcript:...
While fewer people are going to pay the Alternative Minimum Tax going forward after the tax legislation took effect in 2018, there are a few situations that might make you want to take a look at your alternative minimum tax liability. But, what is the...
More Educational Videos
Are you self-employed? Do you know the top plans you should be using to generate more retirement income? Pure Financial Advisors Financial Planner Allison Alley, CFP® outlines the best retirement plan options for the self-employed. Transcript: We often get the question asking us, “what’s the best retirement plan if I’m self-employed?” Well, that’s hard to say. […]
There are plenty of rules around taking required minimum distributions from your retirement accounts beginning at age 70 1/2, but how do you actually take the money each year? In this video, Senior Financial Planner Matt Balderston, CFP® explains your options. Transcript: So a question I often face with my clients is how to take […]
Planning for the end of your life is an important issue that many people tend to procrastinate. In this video, Pure Financial Advisors’ Financial Educator, Jason Thomas, CFP® lays out the things you should address when creating your end of life plan, what you should know, and what you need to consider. Things to Consider […]
Are you wondering how you can generate more retirement income? In this video, Pure Financial Advisors’ Financial Planner, Amy Cattelino, CFP® lays out some ideas you can use to boost your retirement income. 6 Ways To Increase Your Income: Work Longer Work Part-Time Delay Social Security Restructure Your Portfolio Decrease Your Expenses Relocate Transcript: Let’s […]
Are you wondering if you need to purchase life insurance? While not everyone may need life insurance, there are some common uses that might be beneficial to you and your needs. Why Do People Purchase Life Insurance? To provide for those who are economically dependent To have heirs receive illiquid assets without liabilities Charitable intents […]
Nate Ritchison, CFP® outlines a few of the factors to consider when choosing between the lump sum payout or monthly annuity payments when collecting your pension – like other retirement income resources and assets, your life expectancy and family longevity, and the financial health of the pension plan and the company. Transcript: Recently, we received […]
Should you purchase long-term care insurance? Long-term care insurance policies provide coverage for people who need long-term care either in a facility or in their home. In this video, Pure Financial Advisors’ Financial Educator, Jason Thomas, CFP® lays out the basics when it comes to long-term care and describes some pros and cons when deciding […]
In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals. Important Points: (00:50) […]
Changes Begin in Tax Year 2018 President Trump’s tax reform, the Tax Cuts and Jobs Act of 2017, is some of the most sweeping tax legislation that we’ve seen since the Tax Reform Act of 1986 under Ronald Reagan. This new tax reform is effective for tax year 2018 and beyond, and as of this […]
A qualified charitable distribution, or QCD, is a distribution you can make from your IRA directly to a charity if you are eligible for required minimum distributions. In this video, Matt Balderston, CFP® from Pure Financial Advisors outlines the rules and limits for this type of charitable giving. Transcription: Today we’re going to be talking […]
With Section 199A of the Trump tax reform (the Tax Cuts and Jobs Act of 2017) small business owners may be eligible to take a 20% tax deduction off their profit – it’s called the qualified business income deduction, or QBI deduction. In this video, Pure Financial Advisors’ Alan Clopine, CPA gives a brief overview […]