Recent Educational Videos
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, provides strategies and proactive planning techniques to help you make the most out of tax-saving opportunities in 2026. Outline 00:54 – Tax Return Basics 07:16 – Tax Rates & Tax Cuts Jobs Act 10:49 – New Deductions & Trump Accounts 15:24 – Charitable Contributions & Social...
2026
Pure’s Financial Advisor, Kyle Farmer, CFP®, dives into 4 key Social Security changes to be aware of in 2026. Transcript Millions of Americans are leaving Social Security money on the table. Are you one of them? Today we’re going through 4 key Social Security changes you should be aware of in 2026. 2026 COLA – 2.8% The first change is to this year’s Social Security cost of living adjustment, also known as COLA....
2026
Pure’s Associate Advisor, Joey Bailey, CFP®, CPA, simplifies Social Security claiming options for those nearing retirement and wondering when to start collecting benefits. Transcript If you’re in your 50s or early 60s, Social Security is probably starting to feel a lot more real. Maybe you’ve already gotten a statement in the mail, or you’ve caught yourself doing some rough math in your head. And chances are, one question keeps coming up: When should I actually start collecting?...
2026
More Educational Videos
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, reviews new tax changes and strategies for filing your return, making charitable donations, and structuring your estate plan in 2026. Transcript While you’re preparing your tax return for 2025, it’s a great time to start thinking about how to set yourself up for 2026. Here are […]
In this video, Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the essential aspects of long-term care planning, including coverage options, insurance, substantial costs, qualification requirements, and strategic approaches to protect your retirement assets while ensuring quality care. Outline 0:00 – Introduction 2:56 – Why Long-Term Care Matters 4:58 – Understanding the Costs […]
Pure’s Tax Planner, Juliana Fulop, breaks down tax-advantaged child accounts that parents can take advantage of to help their children establish and build a meaningful foundation for their financial future. Transcript You may have heard about the new Trump accounts designed to help children save for the future, but how exactly do they work? Trump […]
Pure’s Tax Planner, Frank Haney, CPA, shares six smart tax strategies designed to help you feel more prepared for your tax filing. Transcript We all know that filing your tax return can be stressful, confusing, and a headache at best. So here are six smart strategies to make this filing year easier. 1. Tax Filing […]
Mark Salisbury, PhD, CEO & Co-Founder of TuitionFit, alongside Pure’s Principal, Marc Horner, CFP®, shares insights on how families can approach the college tuition process with confidence and make smarter decisions. Outline 0:00 Introduction & Overview 2:09 Education as a Pathway 4:22 College Pricing & Discounts 5:45 The College Selection Process 8:40 Starting with Price 13:43 Negotiation Strategies 22:06 Public vs Private […]
No matter what stage of life you’re in, certain milestones can indicate meaningful financial changes to consider. Pure’s Principal, Marc Horner, CFP®, shows us how financial planning evolves across those milestones and why adjusting your plan along the way matters. Transcript Financial planning isn’t about predicting every detail of your future. It’s about […]
Pure’s Senior Financial Advisor, Taylor Rios, CFP®, shares five smart steps you can take now to prepare for long-term care and help safeguard your family’s future. Transcript Long-term care planning isn’t just about protecting your assets; it’s about protecting those closest to you. According to an AARP report, one in five adults in the U.S. […]
Pure’s Financial Advisor, Blaine Thiederman, CFP®, breaks down the true cost of long-term care and why planning early can help protect your independence, your future, and your peace of mind. Transcript When people think about long-term care, they often picture something far off in the future or something that only happens to other families. But […]
Pure’s Principal, Marc Horner, CFP®, provides insight into how to get your finances in order. Outline: 00:00 Welcome and Introduction 00:57 Financial Goals Through Life Stages 01:58 Budgeting and Spending Habits 07:07 Managing Debt Strategically 09:53 Emergency Funds and Bear Market Protection 15:40 Tax Planning and The Tax Triangle 19:49 Portfolio Consolidation and 401k Matches 31:52 […]
As you review your savings goals in 2026, it’s helpful to know where you stand. Pure’s Principal, Marc Horner, CFP®, outlines savings benchmarks by age to provide a clear perspective to help you stay on track with your retirement savings goals. Transcript By the time the ball drops on 2026, most people will be thousands […]
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, shares realistic financial habits that inspire momentum, reduce financial blind spots, and build meaningful progress toward your goals in the new year and beyond. Transcript If your wallet had a fitness tracker, what would it say about your habits? As we step into 2026, many of us […]
Pure’s Senior Financial Advisor, Joe Schweiger, CFP®, AIF®, explores budgeting through a financially fit mindset, emphasizing consistency and practicality when building a resilient budget for the new year. Transcript January is the time for setting fitness goals, but if your finances stepped on the scale today, what shape would they be in? If you think […]
