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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...

The best investment strategy is one you can commit to long-term while achieving your goals. Pure’s Financial Advisor, Brian Wolff, CFP®, AIF®, offers practical steps to optimize your portfolio in 2025. By applying these ideas to your plan, and you’ll be on track for a more effective, streamlined investment approach. Transcript We all want better...