Find out how to make your home equity a retirement income source in this short webinar. Special guest, Professor Jamie Hopkins will provide home equity income solutions and then dive deeper into reverse mortgages.
Viewers will learn…
Employee Stock Purchase Plans (ESPPs) allow employees to buy company stock at a discount, fostering ownership and aligning interests with company performance. Pure’s Financial Advisor, Ian Barr, CFP®, helps you understand ESPPs’ mechanics, benefits, and key considerations so employees can maximize this benefit and manage their financial well-being. You will learn: Company stock discounts Tax...
Restricted Stock Units (RSUs) are a popular form of equity-based compensation where employees receive company stock as part of their pay. Pure’s Financial Advisor, Ian Barr, CFP®, discusses RSUs’ terms and tax implications to help employees make informed financial decisions. FREE GUIDE | Retirement Readiness Guide Transcript RSUs have become a popular way to compensate...
Is your company offering Non-Qualified Stock Options (NQSOs) and you find them confusing? Pure’s Financial Advisor, Annie Chen, CFP®, AIF® guides you through the basics, definitions, and tax implications of NQSOs, helping you better understand and leverage this valuable employee stock benefit. FREE GUIDE | Retirement Readiness Guide Transcript Stock options are when a company...
Investing in real estate is a strategy for generating passive income and achieving long-term property appreciation. It provides a means of diversifying your portfolio, with various options available for both beginner and experienced investors. Pure’s Senior Financial Advisor Bryan Ross, CFP®, AIF®, outlines five essential steps to help you get started on your real estate...
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