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Healthcare can be confusing, and Medicare can feel even more overwhelming. If you’re nearing retirement, do you know how to bridge the coverage gap as you move from employee to retiree? Pure’s Principal, Marc Horner, CFP®, reviews four key options to help you make a smooth transition. He discusses: COBRA Spouse’s plan ACA Marketplace Private plans […]
Pure’s Senior Financial Advisor, Allison Alley, CFP®, MSBA, AIF® helps you define your unique retirement vision. Outline 00:00 Intro 00:37 Retirement Expectation vs Reality 1:46 Gap Between Work and Retirement 3:48 Find Purpose in Retirement 7:50 Stay socially engaged 10:27 Sharing what you know 15:46 Q&A I may not be watching TV a lot, but […]
Turning your ideal retirement into reality requires a strategic approach. Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF®, introduces the concept of SMART retirement goals to lay the groundwork for optimizing your savings. FREE GUIDE | Retirement Readiness Guide Transcript Let’s jump into the important topic of setting SMART retirement goals. Retirement isn’t just a […]
Does your company provide a Flexible Spending Account (FSA) to help cover healthcare expenses? If so, our Financial Planner Joe Schweiger, CFP®, AIF®, guides you through the details of FSA’s to ensure it’s the right employee benefit for you. FREE GUIDE | Retirement Readiness Guide Transcript Today’s financial tip is utilizing the balance in your […]
Medicare can seem complex with its four parts and various coverage options. Pure’s Financial Planner, Daniel Goldstein, CFP®, AIF®, simplifies it for you to help you find plans that suit your needs and budget. FREE GUIDE | Medicare Check-up Guide Transcript Medicare has four parts: Part A; hospital insurance, Part B; medical insurance, Part C; […]
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 […]
