Protected: Importance of Insurance in Financial Planning

Careful planning during the Retirement Risk Zone is critical for a healthy financial future. Pure’s Financial Advisor, Jeff Wille, CFP®, AIF®, describes what the Retirement Risk Zone is, why it matters, and what you can do to protect your hard-earned savings during this crucial stage. Transcript When it comes to retirement planning, many people focus...

Retirement brings many opportunities, but it also comes with financial risks. Pure’s Financial Advisor, David Kleinman, CFP®, AIF®, shares expert strategies to help you manage these risks and achieve a more secure, comfortable retirement. You will learn about: Longevity risk Death of a spouse Economic factors Inflation and increased spending Transcript Picture this: You’ve worked...

Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, CPA, AIF®, offers guidance on organizing your finances. He covers managing debt, avoiding missed deadlines, and reviewing your investment strategy so you can gain actionable insights to improve your overall financial health and planning. Outline 00:00 Intro 00:18 Personal Finance Goals 2:32 Creating a Budget 4:48 Review and...

Reducing debt is one of the most common financial resolutions as we enter the new year. Understanding your spending habits and identifying ways to modify them are essential to breaking free from debt. Pure’s Senior Financial Advisor, Brian Sauter, CFP®, AIF®, shares key strategies to help you take control of your finances, eliminate debt, and...