More Posts
With the November elections fast approaching, the news cycle is ramping up on what to expect. And while that often involves a nonstop flow of doom and gloom prognostications, as investors, we often stress that the key to success is to remove emotions from the mix and focusing instead on the facts. With that in […]
This can’t-miss end of year 2020 tax planning webinar covers last-minute action items to check off your list to legally pay less in taxes. Pure Financial Advisors’ Joe Anderson, CFP® and Alan Clopine, CPA, hosts of the Your Money, Your Wealth® TV show, podcast, and radio show, explain how to use the latest tax legislation […]
The presidential election took place on November 3, 2020. What does this mean for your investment portfolio, and what 2021 tax planning strategies should you implement now? In this financial market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the 2020 election results, what to expect […]
Joe Biden or Donald Trump: who will win the election in November 2020? Do elections matter to the stock market? Does it matter whether the president or Congress are Democrat or Republican? If Joe Biden is elected, how might his plans to raise taxes impact your retirement plans? What financial planning and tax planning opportunities, […]
What might a Joe Biden presidency mean for your taxes? Learn about Biden’s proposed changes to the current tax laws, and how the provisions from Donald Trump’s CARES Act Coronavirus stimulus package and the SECURE Act affect your taxes and retirement planning. On August 26, 2020, Joe Anderson, CFP®, Big Al Clopine, CPA, and YMYW […]
