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As you review your savings goals in 2026, it’s helpful to know where you stand. Pure’s Principal, Marc Horner, CFP®, outlines savings benchmarks by age to provide a clear perspective to help you stay on track with your retirement savings goals. Transcript By the time the ball drops on 2026, most people will be thousands […]
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 […]
Pure’s Senior Financial Advisor, Joe Schweiger, CFP®, AIF®, explores budgeting through a financially fit mindset, emphasizing consistency and practicality when building a resilient budget for the new year. Transcript January is the time for setting fitness goals, but if your finances stepped on the scale today, what shape would they be in? If you think […]
When it comes to setting up your adult children for long-term success, a vital cornerstone is providing them with critical financial knowledge. Pure’s Principal, Marc Horner, CFP®, shares practical ways you can prepare your children to build a solid financial foundation. Transcript As a financial planner, a common question I hear from parents is: ‘How […]
Retirement is a time to enjoy the things that matter most, whether that’s exploring new places or creating lasting memories with loved ones. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, shares how thoughtful planning can help you build a fulfilling retirement filled with purpose, joy, and adventure. He discusses: Estimate the costs of retirement Establish […]
What does it take to be financially successful? Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, breaks down the essential—yet often overlooked—principles that can help you make smarter financial decisions for a better future for you and your loved ones. Transcript One of our primary responsibilities here at Pure is to help people make smart […]
Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, provides insight on how to ensure your portfolio and retirement accounts are on track to meet your financial goals. Outline 00:00 Intro 1:20 Examine your budget 3:35 Creating a Budget 6:18 Review and manage debt 7:37 Short- and long-term goals 9:45 Reassess cash flow 12:16 Portfolio review 16:30 […]
We’re halfway through the year, making June the perfect time for a mid-year financial checkup. Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six key steps to help you stay on track with your financial goals. Taking a moment to reassess now can help you make meaningful progress in the future. She discusses: Budgeting […]
Are you confident in your ability to make informed financial decisions for yourself and your family? April is Financial Literacy Month, a time dedicated to helping individuals build a strong financial foundation, no matter what stage of life they’re in. Pure’s Chief Financial Planning Officer, Susan Brandeis, CFP®, highlights the essential areas of financial literacy […]
Financial literacy is key to making informed decisions about money management. Pure’s Associate Advisor, Joe Schaaf, CFP®, AIF®, shares expert tips to enhance your financial skills in budgeting, retirement planning, and beyond. Transcript You might be wondering: What exactly is financial literacy? Financial literacy is the ability to understand and use financial knowledge to make […]
Financial education is vital at every stage of life, from early budgeting to retirement planning. No matter where you are on your financial journey, there’s always an opportunity to invest in your financial well-being. Pure’s Incoming Financial Advisor, Alexandra Bellini, CFP®, shares simple tips to enhance your financial literacy. She discusses: Creating a budget Saving […]
Pure’s Senior Financial Advisor, Bill Hodapp, CFP®, CPA, AIF®, offers guidance on organizing your finances. He covers managing debt, avoiding missed deadlines, and reviewing your investment strategy so you can gain actionable insights to improve your overall financial health and planning. Outline 00:00 Intro 00:18 Personal Finance Goals 2:32 Creating a Budget 4:48 Review and […]
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 […]
