Protected: Tax Smart Retirement Income Plan

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Securing a more stable financial future involves several key components, including tax projections, investing, and insurance. Pure’s Financial Advisor, Brennon Bowen, CFP®, AIF®, explores the crucial role insurance plays in protecting both you and your financial well-being, ensuring long-term stability and peace of mind. Transcript Today, I want to talk to you about something that...

Careful planning during the Retirement Risk Zone is critical for a healthy financial future. Pure’s Financial Advisor, Jeff Wille, CFP®, AIF®, describes what the Retirement Risk Zone is, why it matters, and what you can do to protect your hard-earned savings during this crucial stage. Transcript When it comes to retirement planning, many people focus...

Retirement brings many opportunities, but it also comes with financial risks. Pure’s Financial Advisor, David Kleinman, CFP®, AIF®, shares expert strategies to help you manage these risks and achieve a more secure, comfortable retirement. You will learn about: Longevity risk Death of a spouse Economic factors Inflation and increased spending Transcript Picture this: You’ve worked...