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

The tax deadline (April 18) is quickly approaching and it’s that time of year to prepare for your tax return. Pure’s Financial Planner, Scott Huband, CFP®, AIF®, takes you through a quick checklist to make sure you have all the right documents and deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript Tax season is...

Johnson Andrews, CFP®, AIF®, Financial Planner, Irvine, covers three tax saving strategies: Employer Match 401k plans: The Triple Bonus Charitable Giving: Donor Advised Fund & QCD’s Start Your Own Gig Business: Tons of Deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript 1. Employer Match 401k Plans In a traditional plan, when you contribute a...

Pure’s Associate Advisor, Garrett Bradbury, CFP®, prepares you to file your federal income tax return with these filing tips to avoid delays, offer tax saving strategies, and maximize your refund. FREE GUIDE | 2023 Tax Planning Guide Transcript Get ready for the 2023 tax season! True, filing isn’t due until April 18th (May 15* for...

The SECURE Act 2.0 of 2022 contains over 100 retirement and tax-related provisions that may affect you and your financial plan for the future. Schedule your Tax Reduction Analysis now! In this webinar, Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, CPA, JD reviews some of the most immediate changes that will impact your retirement...