Matt Horsley, CFP

Do I Need an Estate Plan?

Matt Horsley, CFP® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation. No matter how large or modest, your estate is something that you should always have protected. Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power … Read more

Matthew HorsleyMatthew Horsley
Karen Baszak

Which Investment Fees are Tax-Deductible?

Whether you manage your own portfolio or use the services of an investment advisor, there are costs associated with your investments, some of which are tax-deductible and some of which are not. Karen Baszak, CFP® explains this in more detail. You can find your fees that are eligible for deduction listed on schedule A of your tax return on line … Read more

Karen-BaszakKaren Baszak
Alan Clopine

Roth Option in 401(k)

Should you consider the Roth provision in your 401(k)? “Big Al” Clopine, CPA suggests you look at your tax bracket to figure out if you should utilize a Roth 401(k). With this provision, there is no tax deduction right now, but in the future all income, principal and growth is 100% tax-free. If your taxable income is high ($200,000-$250,000), it … Read more

Alan ClopineAlan Clopine

What is a REIT?

Nate Ritchison, CFP® defines what a REIT (Real Estate Investment Trust) is. Find out what the benefits of REITS are and what the difference between an equity REIT and a mortgage REIT is.


“Hi, I’m Nate Ritchison, CERTIFIED FINANCIAL PLANNER™ and Registered Investment Advisor with Pure Financial Advisors, and this is Question of the Week. This week’s question is: … Read more

Nathaniel RitchisonNathaniel Ritchison

What is the Nature of Risk in Investments?

People tend to view life similar to how they view their investments. When investors see breaking news or major headlines on current events that may have a negative impact on the world, they tend to view that as a risk within their portfolio. There are endless possibilities of what might happen. We can’t manage all the possibilities, but what we … Read more

David CookDavid Cook