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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...
As we continue marching towards a new year, there are several important things to keep in mind regarding your financial planning. These items may or may not make sense for you, but they are topics you should generally evaluate each year. Maximize Retirement Plan Contributions It is important to remember that while IRA and Roth...
2024
The U.S. national debt is a hot topic, especially with the U.S. elections this year. Currently, the debt is nearing $35 trillion, which is over 120% of the country’s GDP and continues to rise rapidly. The amount almost sounds comical. It’s hard to comprehend such a large number in our minds. The government is spending...
2024
Factor investing is a strategic approach that involves finding securities based on specific attributes such as value, quality, momentum, size, and minimum volatility. These factors, which are well-documented by researchers, are essential tools for investors seeking to outperform the market. Decades of research have revealed the sets of characteristics that explain differences in expected returns. ...
2024
You are probably aware that a major determinant of your investment returns, as well as your portfolio risk and volatility, comes from the proportions of various asset classes or investments that you hold. As such, you likely gave a good deal of thought to your initial selection of what investment mix to hold in your...
2024
The stock market adage “Sell in May and go away” is based on the observation that the best-performing six-month rolling period historically occurs from November through April. During this time, average returns tend to outpace the subsequent six months (May to October). Investors are advised to sell their holdings in May, move into cash, and...
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: ‘Tis the season to give and get back! Americans give billions of dollars to charitable organizations throughout the year. While most of us know that you can get a tax deduction from giving, do you know how to maximize that tax deduction? In this guide, you’ll learn how to maximize your tax...
Are you confident in your ability to recognize online scams or phishing emails? If you feel uncertain or uncomfortable with technology, you’re not alone. Learning about common scams, understanding tactics, and adopting best practices for online security can improve your digital safety and protect you from identity theft. In this guide, you’ll learn… What Identity Theft is How to Prevent Identity Theft Phishing Scams...
Updated for 2024: Even if you’ve done a great job of saving your entire working life, there are wealth busters that can destroy your financial plan for retirement. Certainly, missteps and mistakes will happen as you make your way toward retirement, but just knowing what the wealth busters are can help you avoid unnecessarily blowing...
Updated for 2024: No matter where you are in life, you can grow your wealth by taking some very deliberate steps. The process doesn’t have to be complicated. In this guide, you’ll learn how to improve your financial situation by following some basic steps and sticking with your plan over time. In this guide, you’ll...
Updated for 2024: Every day, about 10,000 Americans retire. Unfortunately, far too many retirees don’t realize that their retirement plan is on life support right from the start because they’ve estimated their financial needs with numbers that are far from the reality they’ll face once they’ve clocked out for the last time. When it comes...
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...
Educational Videos
Explore financial and investment topics, explained to you by our team of financial professionals.
The holiday season is a great time to focus on giving back, so have you considered strategies to maximize the impact of your charitable donations? Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six practical steps to help you plan your giving to ensure your contributions make a meaningful difference to the causes and...
2024
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the...
2024
As year-end approaches, many look to maximize tax deductions through charitable giving. Donating highly appreciated assets, such as stocks or real estate, through a charitable remainder trust (CRT) is an effective strategy. Pure’s Financial Advisor, Michael, CFP®, AIF®, highlights how CRTs offer tax and estate planning benefits while allowing you to support a cause you...
2024
Would you like to secure a guaranteed income while leaving a meaningful legacy for a charity you care about? A charitable gift annuity might be the right fit for you. Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF® explains what it is, how it works, and the benefits it offers. Learn more about: Definition Tax...
2024
Vigilance is your strongest defense against potential threats in online trading. By staying informed and proactive, you safeguard your investments and contribute to a safer digital trading environment for everyone. Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, highlights common online attacks that could jeopardize your financial future and offers practical strategies to protect yourself...
2024
Spotting a scam as soon as you receive it is crucial to protecting yourself from financial harm. Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, AIF® highlights some of the most common 2024 scams that put people at risk. By recognizing these warning signs, you can safeguard your financial well-being and prevent potential losses. Transcript Scams...
2024
Robert Dow, owner of The Dow Agency, and Lisa Velasco, Medicare Manager at The Dow Agency, answer the top Medicare questions. Outline 00:00 Intro 0:33 Top 10 Questions 0:58 What is Medicare? 1:40 Who can get Medicaid? 2:11 Can you have both Medicare and Medicaid? 2:42 Do I need Medicare if I plan to work...
Medicare planning is a crucial aspect of retirement preparation, yet the cost of healthcare is often one of the most overlooked or underestimated factors. To help you navigate this essential part of your retirement strategy, Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, addresses the top questions about Medicare, helping you find the best healthcare...
2024
