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
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

The Difference Between Bonds vs Stocks vs Mutual Funds

What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains.

Learn More About Different Types of Investments and Investment Vehicles

Transcript

So, today we’re going to talk about stocks, and bonds, and mutual funds. And stocks … Read more

Brian PerryBrian Perry

10 Tax Efficiency Tips You Should Know

We have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017”. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies to pay less in taxes; … Read more

Alan ClopineAlan Clopine
Bonds When Interest Rates Rise

What Happens to My Bonds When Interest Rates Rise?

With interest rate hikes and indications that there will be further increases in 2018, we’ve been receiving questions about the impact of rising interest rates on a bond portfolio. In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® answers the question, “what will happen to my bond portfolio when interest rates rise?”

Learn More About the Recent Read more

Brian PerryBrian Perry