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.
2023 saw political strife, a regional bank crisis, Fed rate hikes, and worries about an economy that might be either too hot (inflation) or too cold (recession.) Yet despite it all, markets generally posted positive returns, with the S&P 500 ending 2023 up more than 25%, while the MSCI EAFE Index rose more than 18%...
2024
As 2023 draws to a close, let’s step back and consider what dominated headlines in the last twelve months. Though markets and the economic backdrop remained volatile, 2023 was generally a better year than its predecessor. Inflation and the Fed continued to dominate headlines, though they often shared the news cycle with political developments at...
2023
The Federal Reserve: An Overview of the World’s Most Powerful Financial Institution Nearly every country in the world has a central bank that plays an important role in guiding the nation’s economy. The actions of several of these, including the European Central Bank (ECB), the Bank of England (BOE), the People’s Bank of China (PBOC),...
2023
During the second half of 2022, worries about a potential economic slowdown grew. Those fears seemed to dissipate as the calendar flipped to 2023, but they’ve recently begun percolating again. On April 11th, the International Monetary Fund (IMF) released a new forecast1 for short and intermediate term global economic growth, which included some of the...
2023
“Inflation is raging. There might be a recession. Markets are volatile. An election is on the horizon. Several banks have failed. We might hit the debt ceiling. Russia is still invading Ukraine. China might invade Taiwan.” The list goes on and on, a litany of troubling headlines. It’s enough to keep you up at night....
2023
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.
Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper. In this guide, you’ll learn… What exactly a Roth IRA is Eligibility requirements Contribution limits The difference between a Roth IRA and a Traditional IRA And more! Don’t wait to discover the difference compounding can...
2024
Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year, so don’t wait! This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end. This checklist includes:...
2024
Keeping up with the constant tax changes can be difficult and finding all the information that affects you can take a lot of your time. But with our new guide, you’ll have all the tax provisions and changes affecting you for 2024 at your fingertips on one easy document. What you’ll learn: 2024 Tax Rate...
2024
Updated for 2024: Your New Year’s resolutions usually are something you hope to change or accomplish in the new year. If you want to start the new year by changing your finances, consider creating financial to-dos or determining your financial goals, then put those plans in place. In this guide, you’ll learn about… Creating a Budget Reviewing and Managing Debt...
2023
How investment savvy are you? Do you know the difference between asset allocation and asset location? Many Americans don’t have a solid understanding of basic investing terms and concepts, and their lack of financial literacy can cost them! It can be difficult to grow your wealth if you don’t know what tools and strategies you...
2023
Educational Videos
Explore financial and investment topics, explained to you by our team of financial professionals.
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03...
2024
Turning your ideal retirement into reality requires a strategic approach. Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF®, introduces the concept of SMART retirement goals to lay the groundwork for optimizing your savings. FREE GUIDE | Retirement Readiness Guide Transcript Let’s jump into the important topic of setting SMART retirement goals. Retirement isn’t just a...
2024
We understand the concerns that come with retirement, particularly the fear of running out of money, can keep you up at night. Pure’s Financial Planner, Kyle Stacey, CFP®, AIF®, provides practical strategies to navigate inflation and the rising cost of living. His aim is to help you thrive, not just survive, in retirement. He discusses:...
2024
Welcome to 2024! Improving your financial situation often tops the list of New Year’s resolutions. Pure’s Senior Financial Planner, Kendle Smith, CFP®, AIF®, shares five easy tips to set you on the right path to financial success: Track your Spending Consolidate Accounts Create or Review Your Financial Plan Pay Down Debt Get Started Today FREE...
2024
Are you feeling uncertain about meeting your 2024 retirement savings target? Pure’s Financial Planner, Amy Catellino, CFP®, AIF®, shares practical steps and provides an example to guide you through a retirement review process. Build a net worth statement Add up liabilities Add up your income Figure out spending FREE GUIDE | Financial New Year’s Resolutions...
2024