Joe Anderson, CFP® and President of Pure Financial Advisors explains what a Stretch IRA is and whether setting up a Stretch IRA is a good or bad strategy.
There is no excerpt because this is a protected post.
23
DEC
2025
2025
There is no excerpt because this is a protected post.
22
DEC
2025
2025
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide you updates on the economy and financial markets, as well as insight into what the new year might hold. Outline: 00:00 Welcome and Introduction 00:35 Recap of 2025 Financial Markets 02:28 Key Takeaways...
16
DEC
2025
2025
When it comes to setting up your adult children for long-term success, a vital cornerstone is providing them with critical financial knowledge. Pure’s Principal, Marc Horner, CFP®, shares practical ways you can prepare your children to build a solid financial foundation. Transcript As a financial planner, a common question I hear from parents is: ‘How...
08
DEC
2025
2025
