Protected: Control How Much You Pay in Taxes

Taxes can be one of the most significant expenses you’ll face over your lifetime. Maximizing your savings and keeping more of your hard-earned money during retirement is essential for long-term financial security. Pure’s Financial Advisor, Alexandra Swanson, CFP®, shares tax-saving strategies to help you build a more secure future. She discusses: Transfer assets to tax...

Did you know that your Social Security benefits could be taxed? If not, Pure’s Financial Advisor, Ian Barr, CFP®, breaks down how Social Security is taxed and what it means for you. Understanding the impact of these taxes on your benefits is crucial for maintaining your overall retirement income and financial health. Transcript Picture this:...

Now that you’ve retired, you’re transitioning from saving to spending. However, taxes remain one of the largest expenses so smart tax management is essential for preserving your wealth. Pure’s Financial Advisor, Maxwell Hacker, CFP®, AIF®, provides guidance on tax strategies designed to help you keep more of your hard-earned money. He discusses: Understand different accounts...

Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, provides insight into key risks of retirement and how to manage them. Outline 00:00 Intro 1:26 Why is Risk Management so Important? 3:35 Types of Risk Management 20:20 Risk Management Strategies 24:25 Asset Allocation 26:44 Diversification 28:09 Tax Diversification 35:37 Risk Management Process 36:07 Retirement Risk Zone:...