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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.
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Featured Articles
Keeping you informed and up-to-date on the latest financial planning and investment news, headlines and strategies.
The National Debt. Government shutdowns. War in the Middle East (or Ukraine.) The Federal Reserve. Politics in the United States (or abroad.) We get asked about all of these, and many more. Are we concerned? What impact might they have in the short term? In the long term? Is the stock market going to fall?...
Three years after ChatGPT’s debut in November of 2022, opinions about the ultimate economic impact of AI are mixed. The most rapidly adopted technology in history has more than changed how we interact with computers and mobile devices. It has altered how investors and businesses allocate capital and natural resources. We’re witnessing a global technology...
2025
With gold making new highs and up more than 50% in 2025 you might be wondering whether it makes sense to hold gold instead of stocks. It’s a good question, but as you can see from the chart below, over the very long term (since 1915) there is really no comparison. The Dow Jones Industrial...
2025
Alternative investments are about to become much more accessible to everyday investors. The Department of Labor is currently reviewing rules that would allow 401(k) plans to offer alternative investments (alts) which includes assets like private equity, physical real estate, venture capital, hedge funds and other non-traditional assets. These rule changes are expected to take effect...
2025
The S&P 500 and stock markets in general continue to set record highs, leading many to ask: “Are we in a bubble or are stocks overpriced?” Unfortunately, the answer only becomes clear with hindsight. Historically, stock market bubbles, characterized by significant overvaluation followed by steep downturns, are only obvious after they’ve burst. A sustained rise...
2025
During a recent client lunch, the conversation turned to AI’s impact on education. The client, an educator, shared that college students are increasingly using AI to write papers. While students cheating on essays isn’t new, what struck me was the professor’s response. Rather than encouraging original work, her former colleagues have turned to AI for...
2025
With the recent political transition, as well as questions around what’s next for the Federal Reserve and the economy, we wanted to take this opportunity to address some of the more common items we are discussing with clients. We also wanted to provide some context for long-term investors and help them keep perspective on current...
2025
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.
Do you want to pursue a better investment experience? Our comprehensive guide highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success and set you up for long-term success. (Note: This guide was previously called Pursuing a Better...
The word “taxes” may not be at the top of everyone’s list of favorite things to address. But with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines Retirement Account Limits & Roth IRA Income Limits...
Planning for long-term care can feel overwhelming, especially with the wide range of coverage options, funding strategies, and eligibility rules to consider. Comparing solutions, understanding trade-offs, and identifying what fits your situation can take significant time and effort. But with our Long-Term Care (LTC) Planning Options guide, you’ll have a clear, side-by-side overview of today’s...
Keeping up with the constant tax changes can be difficult, and finding all the information that affects you can take up a lot of your time. But with our new guide, you’ll have all the tax provisions and changes affecting you for 2026 at your fingertips on one easy document. What you’ll learn: 2026 Tax...
Planning for college requires staying current with evolving costs, financial aid rules, and tax-saving opportunities. From Federal Application for Student Aid (FAFSA) changes to scholarships and education credits, this guide highlights the key information families need — all in one convenient place. What you’ll learn: FAFSA and Student Aid Index (SAI) changes Important financial aid...
Updated for 2026 Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow....
Updated for 2026: Asset location is a strategy in which investors attempt to enhance after-tax returns by carefully considering the tax treatment and future expected returns of each asset class prior to determining where to hold each security. In this guide, you will learn: What Asset Location is Rebalancing Opportunities How Asset Location Affects Your...
Educational Videos
Explore financial and investment topics, explained to you by our team of financial professionals.
Pure’s Director of Tax, Amanda Cook, CFP®, CPA, Esq, reviews new tax changes and strategies for filing your return, making charitable donations, and structuring your estate plan in 2026. Transcript While you’re preparing your tax return for 2025, it’s a great time to start thinking about how to set yourself up for 2026. Here are...
2026
In this video, Pure’s Senior Financial Advisor, Kyle Stacey, CFP®, AIF®, breaks down the essential aspects of long-term care planning, including coverage options, insurance, substantial costs, qualification requirements, and strategic approaches to protect your retirement assets while ensuring quality care. Outline 0:00 – Introduction 2:56 – Why Long-Term Care Matters 4:58 – Understanding the Costs...
2026
Pure’s Tax Planner, Juliana Fulop, breaks down tax-advantaged child accounts that parents can take advantage of to help their children establish and build a meaningful foundation for their financial future. Transcript You may have heard about the new Trump accounts designed to help children save for the future, but how exactly do they work? Trump...
2026
Pure’s Tax Planner, Frank Haney, CPA, shares six smart tax strategies designed to help you feel more prepared for your tax filing. Transcript We all know that filing your tax return can be stressful, confusing, and a headache at best. So here are six smart strategies to make this filing year easier. 1. Tax Filing...
2026
Mark Salisbury, PhD, CEO & Co-Founder of TuitionFit, alongside Pure’s Principal, Marc Horner, CFP®, shares insights on how families can approach the college tuition process with confidence and make smarter decisions. Outline 0:00 Introduction & Overview 2:09 Education as a Pathway 4:22 College Pricing & Discounts 5:45 The College Selection Process 8:40 Starting with Price 13:43 Negotiation Strategies 22:06 Public vs Private...
2026
No matter what stage of life you’re in, certain milestones can indicate meaningful financial changes to consider. Pure’s Principal, Marc Horner, CFP®, shows us how financial planning evolves across those milestones and why adjusting your plan along the way matters. Transcript Financial planning isn’t about predicting every detail of your future. It’s about...
2026
Pure’s Senior Financial Advisor, Matt Balderson, CFP®, AIF®, shares realistic financial habits that inspire momentum, reduce financial blind spots, and build meaningful progress toward your goals in the new year and beyond. Transcript If your wallet had a fitness tracker, what would it say about your habits? As we step into 2026, many of us...
2026
Pure’s Principal, Marc Horner, CFP®, provides insight into how to get your finances in order. Outline: 00:00 Welcome and Introduction 00:57 Financial Goals Through Life Stages 01:58 Budgeting and Spending Habits 07:07 Managing Debt Strategically 09:53 Emergency Funds and Bear Market Protection 15:40 Tax Planning and The Tax Triangle 19:49 Portfolio Consolidation and 401k Matches 31:52...
2026
