Estate planning can be a very difficult topic to talk about and work through, especially when it comes to the dispositive provisions of your estate plan. Peter Keller, CFP® explains several careful consideration you should take into account regarding whether or not to have outright distributions in your estate plan.
Vigilance is your strongest defense against potential threats in online trading. By staying informed and proactive, you safeguard your investments and contribute to a safer digital trading environment for everyone. Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, highlights common online attacks that could jeopardize your financial future and offers practical strategies to protect yourself...
Spotting a scam as soon as you receive it is crucial to protecting yourself from financial harm. Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, AIF® highlights some of the most common 2024 scams that put people at risk. By recognizing these warning signs, you can safeguard your financial well-being and prevent potential losses. Transcript Scams...
Scammers use tactics to infiltrate our lives, often targeting our financial security in increasingly sophisticated ways. Pure’s Financial Advisor, Kamel Miqdadi, CFP® identifies common scams and shares strategies to help avoid them. Transcript Seems like scams are everywhere these days: phone calls, texting, emails. So how can you avoid getting scammed? Well, before we can...
Election years can be stressful, as shifts in political leadership have the potential to impact our future. It’s natural to feel anxious or uncertain during these times. To help navigate this, Pure’s Senior Financial Advisor, Amy Cattelino CFP®, AIF® analyzes historical market trends during election cycles to better understand how to prepare and make informed...
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