2016 Tax Planning [Webinar]

We’re halfway through the year, making June the perfect time for a mid-year financial checkup. Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six key steps to help you stay on track with your financial goals. Taking a moment to reassess now can help you make meaningful progress in the future. She discusses: Budgeting...

Do you know if your investments are on track to support you throughout retirement? Regularly assessing your investment portfolio is essential to staying aligned with your long-term goals. Pure’s Financial Advisor, Robert Lucente, CFP®, outlines a simple four-step process to ensure your investment plan stays in sync with your financial goals. Transcript Whether you’re a...

Retiring with confidence is a goal for many—but how can you be sure you’re on the right track? Pure’s Senior Financial Advisor, Sumit Mehta, CFP®, AIF®, offers practical strategies to strengthen your retirement plan—no matter your stage of life. Start making informed choices today to help secure the financial future you envision for tomorrow. He...

Estate planning is a crucial—yet often overlooked—part of financial planning. It serves as a roadmap for what happens to your assets and healthcare decisions if you’re unable to make them yourself. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the basics of estate planning and explains why it’s essential for protecting both you...