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Updated for 2024: No matter where you are in life, you can grow your wealth by taking some very deliberate steps. The process doesn’t have to be complicated. In this guide, you’ll learn how to improve your financial situation by following some basic steps and sticking with your plan over time. In this guide, you’ll […]
Have you wondered about the acronyms that come after a financial professional’s name? Pure’s Financial Advisor, Alex Valles, CFP®, AIF®, not only deciphers but clarifies two prevalent designations – CFP® mark and AIF® – shedding light on their important role in selecting an advisor you can trust. FREE GUIDE | Investing Basics Guide Transcript Today, […]
Updated for 2024: Your New Year’s resolutions usually are something you hope to change or accomplish in the new year. If you want to start the new year by changing your finances, consider creating financial to-dos or determining your financial goals, then put those plans in place. In this guide, you’ll learn about… Creating a Budget Reviewing and Managing Debt […]
Do you use rules of thumb to make decisions about how you will handle your money and save for the future? If so, do you know which ones you should ignore and which ones you should explore? Rules of thumb can be a quick and easy way to have a starting point for looking at […]
CHAPTERS January – Determine Your Budget for Retirement February – Prepare to Pay for College March – Tax Review April – IRA Tax Deadlines May – Maximize Your Social Security Benefits June – Decide What to Do in Retirement July – Adjust Your Investment Strategy August – Take Time to Relax and Focus on What […]
