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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 […]
Your outdated, tired, set-it-and-forget-it financial plan needs a money makeover! Assumptions you make about your finances can make or break your retirement lifestyle – will it be bad or beautiful? Joe Anderson, CFP® and Big Al Clopine, CPA show you how setting goals, revamping your portfolio, and doing a tax turnaround can give your retirement […]
The new year creates an opportunity for a fresh start and to build healthy financial habits to improve your likelihood of financial success. Pure’s Financial Planner, William Hodapp, CFP®, CPA, AIF®, covers the basics to help you achieve your financial goals. Prepare a net worth and cash flow statement Make a budget Pay yourself first […]
For some, making a budget can feel intimidating, but you can do it! Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF® guides you through steps on how to create a budget, and if you stick to it monthly, you’ll be on plan to where you want to be. FREE GUIDE | Financial New Year’s Resolutions: […]
With the start of a new year, now is a great time to focus on ways to improve your finances in 2023. Pure’s Associate Advisor, Michael Chipperfield, CFP®, AIF® talks about plans and strategies to improve your financial health. FREE GUIDE | Financial New Year’s Resolutions: Tips for Getting Your Finances in Order
While it may seem like a fact of life, going into gift-purchase debt is not inevitable. Senior Financial Planner, Peter Keller CFP®, AIF® will help you simplify and focus on the things that matter most to you this holiday season. FREE GUIDE | Charitable Giving: Steps on Informed Donating Transcript The holiday season is just […]
Learn how making a budget, having a written financial plan, and implementing sophisticated strategies to lower your taxes can help you create a healthy retirement. In this webinar, Joe Schweiger, CFP® from Pure Financial Advisors provides insight into evaluating the limits on your finances, and he answers your most critical retirement questions. Free Resources mentioned […]
Can you avoid a miserable retirement? Here are 6 actions that can help you prepare for the retirement you dream of, rather than the retirement nightmares are made of, according to Catherine Collinson of the Transamerica Center for Retirement Studies. Big Al’s got a list of 10 reasons people don’t create a budget. Plus, the […]
