Recent Educational Videos
Pure’s Senior Financial Advisor, Allison Alley, CFP®, MSBA, AIF®, breaks down the essentials of Social Security and shares strategies to help you avoid costly mistakes when claiming your benefits. Outline 00:00 – Introduction & History of Social Security 1:35 – How Social Security Works: Eligibility & Calculations 3:41 – 2026 Changes & Updates 5:33 –...
2026
Pure’s Principal, Marc Horner, CFP®, identifies 2026 IRA changes, what they mean for you, and how to make sure you’re not leaving money on the table. Transcript Every year, the IRS tinkers with the retirement account rules. Most years it’s minor stuff — a tweak here, a threshold there. But 2026 has a few changes...
2026
Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, breaks down Roth and Traditional IRAs to help you navigate the nuances between these retirement accounts and identify which works best for you. Transcript If you ever tried to figure out the difference between a traditional IRA and a Roth IRA and which one you should actually...
2026
More Educational Videos
Pure’s Senior Financial Advisor, Sumit Mehta, CFP®, AIF®, highlights the most common IRA mistakes people make in their 50s and 60s and how to avoid making them. Transcript If retirement is on the horizon, your IRA is one of the most powerful tools you have. But even the most diligent savers can make a few […]
Pure’s Principal, Marc Horner, CFP®, reveals powerful strategies to maximize your Social Security income and prevent you from leaving money on the table in retirement. Transcript If you’re approaching retirement or if you’re already there, Social Security is probably one of the biggest pieces of your financial picture. But do you actually know what the […]
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 […]
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. […]
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? […]
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. […]
