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Welcome to 2024! Improving your financial situation often tops the list of New Year’s resolutions. Pure’s Senior Financial Planner, Kendle Smith, CFP®, AIF®, shares five easy tips to set you on the right path to financial success: Track your Spending Consolidate Accounts Create or Review Your Financial Plan Pay Down Debt Get Started Today FREE […]
Are you equipped with the insights needed to meet your financial goals for the new year? Pure’s Financial Planner, Michael Chipperfield, CFP®, AIF®, reviews five helpful tips to pave the way to success in 2024. Build an Emergency Fund Plan to Pay Off High Interest Debt Track Your Expenses Increase Retirement Savings Revisit Investment Strategy […]
For some, making a budget can feel intimidating, but you can do it! Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF® guides you through steps on how to create a budget, and if you stick to it monthly, you’ll be on plan to where you want to be. FREE GUIDE | Financial New Year’s Resolutions: […]
With the start of a new year, now is a great time to focus on ways to improve your finances in 2023. Pure’s Associate Advisor, Michael Chipperfield, CFP®, AIF® talks about plans and strategies to improve your financial health. FREE GUIDE | Financial New Year’s Resolutions: Tips for Getting Your Finances in Order
Marcus Garrett from Paychecks and Balances and author of Debt Free or Die Trying tells us the four simple actions he takes to make his New Years resolutions stick. Plus, Joe and Big Al answer your money questions: Do I owe taxes on a property gifted to me? Why would I use a financial advisor? And […]