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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 […]
In April, we celebrate Financial Literacy Month, emphasizing the vital role of financial education for everyone of all ages. Pure’s team of financial professionals recently participated in a one-day visit to the Junior Achievement of San Diego County, a non-profit dedicated to empowering youth to take charge of their future success. Transcript Pure Financial Advisors […]
“Our young people are far more capable and far more aware of the world around them than we give them credit for. So start early, and don’t be afraid to have tough conversations about money.” – Sidd Vivek, President and CEO, Junior Achievement of San Diego April is Financial Literacy Month, highlighting the importance of […]
April is Financial Literacy Month! Starting your career, getting your first job, or just getting started managing your money? David Cook, CFP®, explains how increasing your knowledge of earnings and income, spending, saving, investing, borrowing and debt is an important part of your financial journey. Subscribe to our YouTube channel. IMPORTANT DISCLOSURES: • Investment […]
April is Financial Literacy Month, an effort to highlight the need for more financial education for both adults and our nation’s youth. Why is it important for young people to understand and be able to use financial skills like managing money, budgeting, and investing? According to the ChooseFI Foundation: 74% of teens don’t feel confident […]
Chris Hogan talks about his book, Everyday Millionaires. Joe and Big Al answer your money questions: do the stretch IRA rules apply to 401(k)s? Do you need to get an annual property appraisal if you own real estate in a self-directed IRA? And what is the best strategy for saving into retirement accounts and making […]
