Welcome to Our Learning Center
Where education becomes the essence of your financial plan. Our classes will help you with the following:
- Life Planning for Retirement
- Retirement Plan Distributions
- Retirement Needs & Expenses
- Investments
- Retirement Obstacles & Mistakes
- Risk Management & Asset Protection
- Sources of Retirement Income
- Estate Planning
Retirement Classes
Explore our course offering and see how you can benefit by learning from a CFP® board certified instructor.
More Financial Resources
Featured Articles
Keeping you informed and up-to-date on the latest financial planning and investment news, headlines and strategies.
Looking for a financial advisor? Someone to bounce ideas off of or double-check what you hear from friends or read about online? Many people are in the same position, struggling to manage their finances and just not sure what the next steps are. According to the National Financial Educators Council, in 2023, U.S. residents lost...
Elevated inflation readings over the last several years, combined with worries that the Federal Reserve’s efforts to tame inflation might tip the economy into recession, have caused some pundits to begin talking about the possibility of stagflation. With that in mind, let’s take a closer look at what stagflation is, how likely it is to...
2024
Mutual funds, ETFs (exchange-traded funds), and SMAs (separately managed accounts) are three of the most popular types of investment vehicles. Investors are faced with so many options these days that it can be overwhelming and often confusing. Understanding the key differences among these three is important for any investor looking to build a diversified portfolio...
2024
With the November elections fast approaching, the news cycle is ramping up on what to expect. And while that often involves a nonstop flow of doom and gloom prognostications, as investors, we often stress that the key to success is to remove emotions from the mix and focusing instead on the facts. With that in...
2024
2024 will mark the first time in many decades that Berkshire Hathaway’s legendary Chairman, Warren Buffet won’t be joined onstage at the annual meeting by his longtime sidekick and Berkshire Vice Chairman Charlie Munger. Munger, who died late last year shortly before his 100th birthday was credited with being the “architect” of Berkshire Hathaway, with...
2024
While driving in your car and listening to the radio, it’s common to hear something like: “The Dow was up 500 points today, while the S&P was up 2%.” The commentators are talking about the daily performance of stock market indexes. These indexes represent a hypothetical portfolio of investment holdings, capturing a specific segment of...
2024
Employee Stock Purchase Plans (ESPPs) are popular employee benefits programs offered by many companies as a way to allow employees to purchase company stock at a discounted price. ESPPs are designed to enable employees to purchase company stock through payroll deductions, often at a discount from the market price. These plans are a way to...
2024
Restricted Stock Units (RSUs) have become a popular way to compensate employees for their efforts. RSUs are a type of equity-based compensation in which an employee receives shares of company stock as part of their overall compensation package. However, RSUs typically do not grant the employee ownership of the stock outright until certain conditions are...
2024
Featured White Papers
Education is the cornerstone of financial success. Browse through our latest financial planning white papers to become more informed about the money issues that make a difference in your life.
Updated for 2024: The emotional aspect of investing can make or break your financial plan. Most people tend to let their emotions guide their investment decisions and admit investing is like riding an emotional roller coaster. Unfortunately, those emotions and biases can keep you from reaching your financial goals. In this guide, you’ll learn how...
Updated for 2024: When you hear the word recession, what comes to mind? Does it make you want to run for the hills or look for a golden opportunity? From bear market conditions to rising inflation, the conditions that create a recession can impact your portfolio and your ability to retire. But do you have any idea...
Updated for 2024: More people than ever before are building their financial futures solo. As a single person, life’s tacks and turns can be more devastating than if you are building your wealth with someone else. So getting your boat back on course as early as possible is essential. Taking the helm solo requires special tools and strategies to...
Updated for 2024: When you buy a home, people often remind you it could be the biggest investment you will ever make. If you’re wondering how to integrate your real estate investments into your retirement or are interested in real estate investing in general, these tips are for you. This list includes: Things to Consider...
2024
Updated for 2024: Saving and properly investing money tends to be the focus for people as they work toward retiring. But once you get into the retirement critical zone (within 10 to 15 years of retiring), the focus should include a withdrawal strategy. The strategy can help you keep more of what you’ve earned by...
Updated for 2024: One of the best gifts you can give is to leave your loved ones with an organized estate. Our estate plan organizer will help you collect all your relevant estate records so that you and your heirs can keep better track of all the important information in your life. The organizer is divided...
Updated for 2024: After a lifetime of saving, making the transition to retirement means facing a whole new set of challenges. Today’s retirees face a retirement landscape that is very different from the one their parents saw. Americans are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for longer....
Educational Videos
Explore financial and investment topics, explained to you by our team of financial professionals.
Investing in real estate is a strategy for generating passive income and achieving long-term property appreciation. It provides a means of diversifying your portfolio, with various options available for both beginner and experienced investors. Pure’s Senior Financial Advisor Bryan Ross, CFP®, AIF®, outlines five essential steps to help you get started on your real estate...
2024
Many people are seeking additional income streams beyond their nine-to-five jobs. Alternative sources of income can help you earn extra money, pursue a passion, or even start a new business. Pure’s Financial Advisor, Johnson Andrews, CFP®, AIF®, explores various side gig options to find what best fits your interests, budget, and available time. FREE GUIDE...
2024
Have you considered owning a small business? If so, then creating an S-Corporation might be the choice for you. Pure’s Senior Financial Advisor, Thomas Vance, CFP®, AIF®, offers insights on becoming your own boss, detailing the tax implications, deductions, and retirement benefits associated with S-Corps. FREE GUIDE | 10 Tips for Real Estate Investors Transcript...
2024
Wealth transfer planning is complicated, involving various factors like taxes, family dynamics, and financial goals. It requires careful navigation to ensure a smooth transition of assets. Pure’s Financial Advisor, Robert Lucente, CFP®, CFA® charter, guides you through essential steps to transfer your wealth to the next generation. FREE GUIDE | Estate Plan Organizer Transcript Baby...
2024
Several common investment products include mutual funds, index funds, and exchange-traded funds (ETFs). While all aim to offer diversified investment opportunities and professional management, they diverge in management style, trading mechanisms, and tax implications. Pure’s Financial Advisor, Tony Vu, CFP®, AIF®, reveals these nuances, equipping investors with the knowledge needed to make informed decisions aligned...
2024
Attorney Nicole Y. Newman specializes in estate planning, dedicating her practice to guiding clients through the complex and often confusing process of balancing family protection, wealth preservation, and family values. In this webinar, you will learn how to avoid 10 common estate planning mistakes to protect your assets and legacy. Outline 00:00 – Intro 0:31...
