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

Senior Financial Planner Nate Ritchison, CFP® outlines some of the advantages of investing in real estate in retirement, and he briefly touches on the direct and indirect methods for using rental real estate as a part of your retirement income strategy. Transcript: Today we’re going...

Variable Annuities can be complex and may be difficult to understand. Senior Financial planner Matt Balderston, CFP® of Pure Financial Advisors breaks down what variable annuities are and what you should be aware of. Listen to the Your Money, Your Wealth® podcast episode for more on...

How do you get started building your own financial plan? Allison Alley, CFP® from Pure Financial Advisors explains: it starts with determining your net worth and your cash flow, then it’s a matter of imagining what you really want to do in retirement. Transcript: One...

Kyle Stacey, CFP® explains the difference between asset allocation and asset location, and how they work together in your investment portfolio. Transcript: So today we’re going to talk about asset allocation and asset location, and how those two intertwine and can be used in conjunction...