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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 […]
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 […]
Scammers use tactics to infiltrate our lives, often targeting our financial security in increasingly sophisticated ways. Pure’s Financial Advisor, Kamel Miqdadi, CFP® identifies common scams and shares strategies to help avoid them. Transcript Seems like scams are everywhere these days: phone calls, texting, emails. So how can you avoid getting scammed? Well, before we can […]
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 […]
Social Security is a benefit many people eagerly anticipate after retirement. However, safeguarding yourself against related scams is crucial. Pure’s Senior Financial Advisor, Matt Balderston, CFP®, AIF®, outlines common warning signs and the tactics scammers employ to help you protect your finances. FREE GUIDE | Social Security Handbook Transcript Today we’re going to discuss Social […]
Are you confident about spotting scams online or in phishing emails? If there’s a bit of uncertainty or tech discomfort, don’t worry – you’re not alone! Taking the time to learn about common scams, understanding tactics, and adopting to best practices for online security can improve your digital safety. Watch this webinar with Cynthia Stewart, […]
With the holiday season just around the corner, it’s no surprise that many of us will turn to the internet for our shopping. While online shopping offers more convenience and variety of choices, it also exposes us to the risk of cyberattacks and potential data breaches. Pure’s Financial Planner, Jeff Brecht, CFP®, AIF®, reviews 10 […]
Should Carl Spackler stick with his backdoor Roth strategy, or go for lower fees? Should Kevin go all Roth, or stick with his current three tax-diversified buckets strategy? (That depends – would he rather have $7 million tax-free, or $10 million in tax-deferred retirement accounts?) Can Lily claim all the extra allowances she can, to jam as much money as possible into her Roth? Can Dave retire now and ride his motorcycle into the Bavarian Alpine sunset, and does Peggy Lee need to be feverish about the tax underpayment penalty with her Roth strategy?
In this digital workshop, Pure Financial Advisors’ Information Systems Security Manager, Jake Stampfli, MSCSIA, provides steps we can all take to keep ourselves safer online. Download Jake’s slides here. *NOTE: The information in this video presentation and in these slides could be out of date within a year of publication. It’s always a good idea […]
