Breakdown of the New Tax Reform Bill

Pure’s Principal, Marc Horner, CFP®, reveals how to prepare for the income questions, tax surprises, and healthcare gaps that don’t wait for you to be ready. Transcript So when you make the decision to retire, your first instinct is often to tell everyone. Call the kids, tell your friends, maybe even post it online. My...

Pure’s Financial Advisor, Robert Lucente, CFP®, CFA, CAIA, simplifies Medicare Open Enrollment with 7 steps that can help you save real money and prevent unwanted surprises in January. Transcript Medicare Open Enrollment runs from October 15th to December 7th, and during that window, you can make changes to your coverage for the following year.1 The...

Pure’s Financial Advisor, Marysol Flores, CFP®, APMA®, breaks down four things that catch people off guard about Medicare. Transcript Medicare isn’t free — and the sticker price is only part of the story. Today we’re breaking down four things that catch people off guard: premiums, penalties, Part D, and the coverage decisions that shape what...

Pure’s guest speaker, Nicole Y. Newman, Esq., guides viewers through some of the most common estate planning mistakes and shows how to balance family protection, wealth preservation, and cherished family values in the planning process. Outline 0:00 – Welcome 0:48 – Dying Intestate 5:22 – Just a Will 10:53 – Joint Ownership 23:11 – Outright...