Matt Balderston, CFP® takes you through the process of making sure you can sustain your ideal retirement lifestyle. Entering retirement is a transition into a very new phase of your life, and during this time it’s important to alter your financial strategies to be able to meet the retirement lifestyle you envision.
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and...
16
DEC
2024
2024
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the...
09
DEC
2024
2024
As year-end approaches, many look to maximize tax deductions through charitable giving. Donating highly appreciated assets, such as stocks or real estate, through a charitable remainder trust (CRT) is an effective strategy. Pure’s Financial Advisor, Michael, CFP®, AIF®, highlights how CRTs offer tax and estate planning benefits while allowing you to support a cause you...
09
DEC
2024
2024
Would you like to secure a guaranteed income while leaving a meaningful legacy for a charity you care about? A charitable gift annuity might be the right fit for you. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF® explains what it is, how it works, and the benefits it offers. Learn more about: Definition Tax...
09
DEC
2024
2024
