You’ve heard the phrase, “don’t put all your eggs in one basket?” In this video, Nate Ritchison, CFP® explains how portfolio diversification is the concept of spreading your eggs – that is, your investments – across many baskets, or asset classes, to limit the damage when some of the baskets fall.
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...
10
MAR
2023
2023
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...
02
MAR
2023
2023
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...
02
MAR
2023
2023
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...
17
FEB
2023
2023
