Allison Alley, CFP® covers one of the most misunderstood rules of Social Security – when to claim spousal benefits.
What might a Joe Biden presidency mean for your taxes? Learn about Biden’s proposed changes to the current tax laws, and how the provisions from Donald Trump’s CARES Act Coronavirus stimulus package and the SECURE Act affect your taxes and retirement planning. On August 26,...
27
AUG
2020
2020
In this Q2 2020 quarterly market review and financial markets update, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, provides a stock market analysis and looks at overall financial market activity in the second quarter of 2020: Quarterly Market...
30
JUL
2020
2020
Joe Anderson, CFP®, President of Pure Financial Advisors, and Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discuss COVID-19 and the economy, the state of the financial markets, and a look ahead at what November 2020 elections might bring. Following the...
17
JUN
2020
2020
Reduce your taxes in retirement: learn strategies made available due to the new CARES Act (plus the SECURE Act and Tax Cuts and Jobs Act) to potentially pay less tax. On June 10, 2020, Joe Anderson, CFP®, Big Al Clopine, CPA and producer Andi Last...
12
JUN
2020
2020
