More Educational Videos
Are you confident about spotting scams online or in phishing emails? If there’s a bit of uncertainty or tech discomfort, don’t worry – you’re not alone! Taking the time to learn about common scams, understanding tactics, and adopting to best practices for online security can improve your digital safety. Watch this webinar with Cynthia Stewart, […]
With the holiday season just around the corner, it’s no surprise that many of us will turn to the internet for our shopping. While online shopping offers more convenience and variety of choices, it also exposes us to the risk of cyberattacks and potential data breaches. Pure’s Financial Planner, Jeff Brecht, CFP®, AIF®, reviews 10 […]
Should Carl Spackler stick with his backdoor Roth strategy, or go for lower fees? Should Kevin go all Roth, or stick with his current three tax-diversified buckets strategy? (That depends – would he rather have $7 million tax-free, or $10 million in tax-deferred retirement accounts?) Can Lily claim all the extra allowances she can, to jam as much money as possible into her Roth? Can Dave retire now and ride his motorcycle into the Bavarian Alpine sunset, and does Peggy Lee need to be feverish about the tax underpayment penalty with her Roth strategy?
In this digital workshop, Pure Financial Advisors’ Information Systems Security Manager, Jake Stampfli, MSCSIA, provides steps we can all take to keep ourselves safer online. Download Jake’s slides here. *NOTE: The information in this video presentation and in these slides could be out of date within a year of publication. It’s always a good idea […]