10 Common Estate Planning Mistakes to Avoid

Navigating Medicare if you are not familiar with it, can be a little tricky. Pure Senior Financial Planner, Robert Canavan, CFP®, AIF®, covers 5 challenges that he sees clients deal with as they sign up for Medicare – hopefully pointing these out will make your experience a little smoother. FREE GUIDE | Medicare Checkup Guide...

There are three parts to Medicare that you are required to enroll in, and a fourth that is optional but most people enroll in. Pure Senior Financial Planner, Nathaniel Ritchison, CFP®, AIF® will give a brief overview of the costs and benefits of the different Medicare plans. FREE GUIDE | Medicare Checkup Guide Transcript Medicare...

Learn how making a budget, having a written financial plan, and implementing sophisticated strategies to lower your taxes can help you create a healthy retirement. In this webinar, Joe Schweiger, CFP® from Pure Financial Advisors provides insight into evaluating the limits on your finances, and he answers your most critical retirement questions. Free Resources mentioned...

Avoid costly mistakes when collecting Social Security. During this webinar, Dan Goldstein, CFP®, MBA provides insight into the history of Social Security, Social Security eligibility, how Social Security works, and how to make the most of your Social Security payments. Dan answers questions from the audience on spousal and survivor benefits, tax on Social Security,...