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Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure...
2020
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure...
2020
Decision 2020: Your Vote and Your Money Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure...
2020
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Welcome to Decision 2020: Your Vote and Your Money. This special series will examine the outlook for November’s elections, the potential impacts on markets and taxes, and steps you can take now to election-proof your finances. Make sure to check back often so that you don’t miss any of this special series, in which we’ll […]
Click a link to view updates: Letter to Clients, June 16, 2020: Important Update on Pure Financial’s Offices Reopening Video presentation: June 16, 2020: Market Update, Commentary, and Questions Answered Podcast, June 15, 2020: Can You Do a Coronavirus-Related Distribution to Roth Conversion? Read Brian Perry’s new e-book, Retirement Revamp: Financial Planning in Times of […]
To the individuals and families we serve, Given the spike in market volatility due to the COVID-19 pandemic, this seems like a good time to discuss how Pure Financial Advisors’ investment philosophy has been designed to facilitate efficient implementation for each and every one of our clients, even in the most extreme of market conditions. […]
As the COVID-19 situation continues to evolve, and its ramifications reverberate through the economy and financial markets, we want to keep you abreast of the latest developments and Pure’s response to this situation. The Senate just passed a landmark bill, so here we want to examine what the stimulus package might mean to you and […]
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 […]
CHAPTERS Should Real Estate Investing be a part of Your Retirement Plan? How a Reverse Mortgage Can Benefit You in Retirement Is Downsizing Right for You? Rental Properties Tips for Real Estate Investing Many people fail to give real estate the attention it deserves when planning for retirement. While traditional asset classes typically include […]
CHAPTERS Self-Employment Tax Filing Tax Cuts & Jobs Act: 5 Things Affecting Small Business Owners The Qualified Business Income (QBI) Deduction Small Business Retirement Plans Self-Employment Tax Filing As a small business owner, you may be required to file an annual business tax return to report your income, expenses, and profits (or losses). The […]
For most people, the scariest thing about retiring is whether or not they’ll have enough money to continue to live comfortably. You have lived most of your life receiving an income, but now you have to prepare for what the future holds without a steady paycheck. Whether you’re already in retirement or preparing for it, […]
Most of you know putting money in an IRA is a great tool for saving for your retirement. But there is a whole other level of strategies and tools you can use beyond the basics that can help you maximize your IRA to its full potential. We will be covering IRA investment strategies, IRA contributions, […]
While recent market gains have been led by a handful of U.S. based large growth companies, our conviction remains firm that our portfolios are positioned to produce long-term returns with acceptable levels of risk. For starters, while markets move in cycles, the empirical evidence remains quite clear: over time, value stocks have outperformed growth stocks, […]
Designing a portfolio that meets your needs can be a challenge. Not only do you need to select investments to meet your return objectives, but also manage how much risk you take. Also, you need to actually implement those decisions, select the most appropriate products or individual securities in accordance with your asset allocation, and […]
Are you considering making the switch from an IRA to a Roth IRA? It might be a good idea! The good news is that it is now easier than ever… for the most part. If all of your retirement savings are currently in traditional IRA accounts, you may have questions on how you can change […]
