2016 Tax Planning [Webinar]

With the consumer price index at forty-year highs, Matt Balderston, Pure financial advisor, CFP®, AIF® will explore what types of investments might make sense in an inflationary environment. It is important to note that there are no foolproof methods to avoid short-term surprises. The bottom line is that if inflation readings come in higher than...

Understanding how Social Security benefits work and implementing some strategies can really help you get the most out of your Social Security in retirement. Allison Alley, CFP®, AIF®, Pure financial advisor covers 5 ways to maximize your benefits: 1. Understand how your Social Security benefit is calculated. 2. Impact of starting your Social Security income...

Should you claim Social Security early, at age 62? Or perhaps you should take Social Security at your full retirement age? Or should you wait to collect Social Security benefits at age 70? Understanding your Social Security break-even age can be a useful factor when determining when to start collecting your Social Security benefits. David...

Will the Fed get inflation under control? Is the economy headed into a recession? Will market volatility continue? Are there financial moves to consider making now? Pure Financial Advisors’ Chief Investment Officer and Executive Vice President, Brian Perry, CFP®, CFA® addresses all of these questions, and viewer questions, in this third quarter market review and...