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When you think about retirement, what’s the first thing that comes to mind? For many, travel tops the list, it’s a chance to explore the world in ways they couldn’t while working or raising a family. Pure’s Principal, Marc Horner, CFP®, shares simple tips to help you save on travel, so you can enjoy meaningful […]
Retirement means every day can feel like the weekend, but what will you do with all that free time? Pure’s Senior Financial Advisor, David Cook, CFP®, AIF®, shares ways to help you build a more joyful and fulfilling retirement. With the right planning, you can spend your days doing what you love and not just […]
Financial freedom is a goal many strive for, yet few truly achieve. Pure’s Senior Financial Advisor, Kendle Smith, CFP®, AIF®, highlights a valuable resource to help you get started: our Financial Blueprint calculator. This online tool analyzes your cash flow, investments, and retirement savings to assess your potential for long-term financial success. Transcript Financial Freedom […]
Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, provides insight on how to ensure your portfolio and retirement accounts are on track to meet your financial goals. Outline 00:00 Intro 1:20 Examine your budget 3:35 Creating a Budget 6:18 Review and manage debt 7:37 Short- and long-term goals 9:45 Reassess cash flow 12:16 Portfolio review 16:30 […]
Medicare planning is a crucial aspect of retirement preparation, yet the cost of healthcare is often one of the most overlooked or underestimated factors. To help you navigate this essential part of your retirement strategy, Pure’s Senior Financial Advisor, Peter Keller, CFP®, AIF®, addresses the top questions about Medicare, helping you find the best healthcare […]
As healthcare costs are anticipated to be a major part of retirement expenses for Americans, securing the right coverage to meet your specific needs is crucial. Pure’s Senior Financial Advisor, Joe Schweiger, CFP®, AIF®, describes the details of Medigap to help you navigate your available options. FREE GUIDE | Medicare Checkup Guide Transcript According to […]
Medicare is a complex program that has many parts and options to choose from. Pure’s Financial Planner, Rachel Füss, CFP®, AIF® walks you through common Medicare mistakes that you should avoid. Take the time to learn, and you’ll safeguard your retirement health coverage without overspending FREE GUIDE | Medicare Check-up Guide Transcript Medicare is a […]
Your asset allocation will evolve as your financial life, timeframes, and comfort with investing changes. Pure’s Financial Planner, Nick Rose, CFP®, AIF®, talks about the importance of having the proper mix of investments in your portfolio to optimize your money’s growth regardless of age and economic circumstances. FREE GUIDE | Retirement Reality Checklist Transcript Asset […]
You spent your life preparing and saving for your retirement, do you have a retirement vision to enjoy it? It’s best to detail out what your day-to-day will look like and have a retirement lifestyle plan that can go along with your financial plan. Pure’s Financial Planner, Joe Sanchez, CFP®, AIF®, helps you prepare for […]
The vast majority of Americans have not spent the time and resources necessary to ensure a healthy and financially successful retirement – that’s the bad news. The good news is that for most of us, there is still time to update your financial plan and goals to give us all the best chance at a […]
