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Financial Plan & Vault Investment Performance
Make sure you are aware of these changes to social security in 2017. It could mean an increase to your benefits if you are already receiving them. Also, learn how much of your income will be taxed for social security.… Read more
Matt Balderston
Don’t make this costly RMD mistake. Eric Hamel, CFP® explains this penalty regarding required minimum distributions.… Read more
Eric Hamel
What Is The Biggest Mistake When Claiming Social Security? Mike Bernier, CFP® explains the biggest mistake is taking your social security too early. By taking it early at 62 years old that means a 25% reduction from what it could be at a full retirement age of 66.… Read more
Mike Bernier
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 Horsley
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 Baszak
President of Pure Financial Advisors, Joe Anderson, CFP® answers your question of the week by explaining withdrawal requirements for your Roth IRA. Also covered are Roth conversion requirements and important ages to remember in retirement.… Read more
Joseph Anderson
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 Clopine
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.
Transcription:
“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 Ritchison
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 Cook
Matt Horsley shares the benefits of working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional by explaining the process for achieving a CFP® credential and also sharing what areas of financial planning a CFP® professional focuses on. At Pure Financial, we only recommend that you work with a CFP® to show that the advisor is properly adequate to handle your finances … Read more
Matthew Horsley
Susan Brandeis, CFP® gives you four options for handling your 401(k) when you start at a new company.
Transcription:
“Hi, I’m Susan Brandeis, CERTIFIED FINANCIAL PLANNER™ and Director of the financial planning department at Pure Financial, and this is your Question of the Week.
The Question of the Week is: what are my options for my old 401(k) when I … Read more
Susan Brandeis
Jack Dugan, CFP® explains four key topics that will help you better understand how your health insurance works:
Jack Dugan