ABOUT HOSTS

Peter Keller
ABOUT Peter

Peter Keller is a Senior Financial Advisor with over 22 years of experience in estate, investment, and tax planning strategies. Peter is committed to providing clients with unbiased, comprehensive, and holistic solutions to their financial planning needs. Prior to joining Pure Financial Advisors, Peter worked for a large Broker-Dealer in the Financial Planning Group where [...]

Peter Keller, CFP® of Pure Financial Advisors gives an overview of The American Rescue Plan Act of 2021, the $1.9 trillion bill set to provide fiscal relief in response to the ongoing COVID-19 pandemic. Peter provides a quick breakdown of the benefits, supplements, credits, and programs this bill offers (and those it doesn’t), and what changes may affect you, including:

  • A third round of stimulus checks
  • Unemployment benefits
  • Child Tax Credit extension
  • Premium Assistance Tax Credit for health insurance
  • Transportation, infrastructure
  • Coronavirus testing, tracing, and vaccination
  • State and local relief assistance
  • Rent and utility assistance
  • Mortgage aid

Download the Guide to the American Rescue Plan:The American Rescue Plan

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IMPORTANT DISCLOSURES:

Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.

Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.

Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.

AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.