In this video, Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the essential aspects of long-term care planning, including coverage options, insurance, substantial costs, qualification requirements, and strategic approaches to protect your retirement assets while ensuring quality care. Outline 0:00 – Introduction 2:56 – Why Long-Term Care Matters 4:58 – Understanding the Costs...
2026
Pure’s Tax Planner, Juliana Fulop, breaks down tax-advantaged child accounts that parents can take advantage of to help their children establish and build a meaningful foundation for their financial future. Transcript You may have heard about the new Trump accounts designed to help children save for the future, but how exactly do they work? Trump...
2026
Pure’s Tax Planner, Frank Haney, CPA, shares six smart tax strategies designed to help you feel more prepared for your tax filing. Transcript We all know that filing your tax return can be stressful, confusing, and a headache at best. So here are six smart strategies to make this filing year easier. 1. Tax Filing...
2026
Mark Salisbury, PhD, CEO & Co-Founder of TuitionFit, alongside Pure’s Principal, Marc Horner, CFP®, shares insights on how families can approach the college tuition process with confidence and make smarter decisions. Outline 0:00 Introduction & Overview 2:09 Education as a Pathway 4:22 College Pricing & Discounts 5:45 The College Selection Process 8:40 Starting with Price 13:43 Negotiation Strategies 22:06 Public vs Private...
2026
