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Purefinancial
Are you equipped with the insights needed to meet your financial goals for the new year? Pure’s Financial Planner, Michael Chipperfield, CFP®, AIF®, reviews five helpful tips to pave the way to success in 2024. Build an Emergency Fund Plan to Pay Off High Interest Debt Track Your Expenses Increase Retirement Savings Revisit Investment Strategy […]
Spitballing retirement for a police officer turning teacher, a self-employed small business owner, an early retiree with an employee stock ownership plan (ESOP) wanting to do Roth conversions and withdraw 5 or 6% in retirement, and a pension and Social Security analysis. Plus, how many months of expenses should you save in your emergency fund? Also, you may know where Ric Edelman and Dave Ramsey stand on 15 vs. 30-year mortgages and using cash vs. credit, but what does YMYW think? Kyle Stacey, CFP® fills in with Big Al Clopine while Joe Anderson is on vacation.
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