Social Security Savvy: When Can I Take My Spousal Social Security Benefit?

Learn how recent tax legislation and proposals impact you, your family, and your retirement savings, and strategies that can help you reduce your tax liability as you plan for a successful retirement. Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, Esquire, CPA, and learn how to take advantage of tax-saving opportunities available to you. Outline...

With Thanksgiving around the corner, it’s a reminder to show gratitude for the blessings of this past year. Have you gifted yourself with the knowledge of retirement planning? Ease your retirement woes by taking one of our retirement classes. Pure Financial’s Director of Education, Kathryn Bowie, discusses details about our classes to help you reach...

Robert Gonzales, Pure Financial Tax Planner, focuses on a few key points of the changes to the 2023 tax code. FREE GUIDE | End of Year Tax Strategies Transcript Tax season is right around the corner  and I’m here to let you know about the thousands of inflation adjustments the IRS has made for the...

Are you a mutual fund investor? Learn about how capital gain distributions may impact you and your taxes. Senior Financial Planner, Nathaniel Ritchison, CFP®, AIF® provides an overview of capital gains and potential strategies for mutual fund investors. FREE GUIDE | End of Year Tax Strategies Transcript The pain being felt by investors could get...