Protected: Year End Tax Strategies

Are you wondering how to make the most of your Social Security benefits in retirement? Pure’s Principal, Marc Horner, CFP®, shares nine smart strategies to help you keep more money in your pocket. Learn how the right approach today can help secure your financial freedom tomorrow. Transcript Social Security. It’s like that one friend who...

Scammers are getting more sophisticated, and Social Security fraud often puts older adults at risk. Pure’s Financial Advisor, John Burkhardt, CFP® shares the top five scams to watch for and how to protect yourself. Transcript We’ve all heard the expression, hook line and sinker and all too often it sounds like we’re the catch! Seems...

Are you curious about how the One Big Beautiful Bill Act may affect the taxes on your Social Security benefits? Pure Senior Financial Advisor, Amy Cattelino, CFP®, AIF®, breaks down the recent changes and explains what they could mean for you. Transcript There’s a lot of information out recently about Social Security and the recent...

Robert Dow, owner of The Dow Agency, and Lisa Velasco, Medicare Manager at The Dow Agency, review the basics of Medicare including its parts, enrollment, and costs. Outline 00:00 What is Medicare? 1:00 Who can get Medicare? 3:37 Medicare while still working 4:26 What does Medicare cover? 16:38 Standardized Medicare Supplement Plans 18:55 Medicare coverage...