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At Pure, our finance white papers cover a wide range of topics involving the financial and investment industry as a whole. These educational guides are written by experienced professionals that have extensive knowledge on these topics. Whether you are looking to learn the very basics of finance or want to dive deep into tax planning, we have something for you. These financial services white papers can also help you develop a proper financial, retirement, or estate strategy to help you secure a bright future. Make financial planning easier by educating yourself with our wealth management white papers.

Ask The Experts: Successful Retirement Lifestyle Planning

From your tax bill to your children’s college loans, there are a number of factors that impact how much money you will have in retirement. Your financial bottom line will inevitably impact the type of lifestyle you can afford. Financial professionals Joe Anderson and Alan Clopine answer questions about the impact of the new tax […]

18
SEP
2019
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Successful Retirement Lifestyle Planning: Lifestyle Planning

When most people think of preparing for retirement their thoughts turn to financial planning rather than lifestyle planning. But many retirees report that adapting to a new retirement lifestyle after having the structure of a job and caring for their family as being particularly difficult. Financial professionals Joe Anderson and Alan Clopine pose important questions […]

31
MAY
2019
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Successful Retirement Lifestyle Planning: Are You Saving Enough?

A successful retirement lifestyle plan includes a successful financial plan. Knowing you have the money to enjoy your retirement years can buy some much-needed peace of mind for you. Financial professionals Joe Anderson and Alan Clopine ask the essential questions to know if you have enough money to retire or to see if you need […]

29
MAY
2019
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Successful Retirement Lifestyle Planning: Are You Psychologically Ready?

Are you ready for retirement? Do you even know what that means? Financial professionals Joe Anderson and Alan Clopine move beyond the numbers to explore a checklist of signs to determine if you are ready for retirement both psychologically and emotionally. Click here to watch the full Successful Retirement Lifestyle Planning episode

27
MAY
2019
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Standup Comedy: Gid Pool’s Retirement Hustle

Gid Pool took a standup comedy class 13 years ago at age 61 on a lark. He shares the story of his retirement hustle, traveling the US and 50+ countries as a standup comic, inspirational speaker, and the author of Act Two and Beyond: Making the Rest of Your Life Spectacular. Plus, Joe and Big […]

30
APR
2019
LISTEN NOW
SEASON 5, EPISODE 17

Successful Retirement Lifestyle Planning

When the topic of retirement comes up, most people tend to focus on a couple of questions, “When do I retire,” and “how much money will I need?” But determining your retirement vision is just as important. Where do you want to live? How will you spend your time? Do you want to work part-time […]

17
FEB
2019
WATCH NOW

Retirement Lifestyles Guide

When the topic of retirement comes up, most people tend to focus on a couple of financial questions. However, it is just as important to determine your retirement vision! Retirement Lifestyle Planning is more than just the money required to retire… it’s about your lifestyle, growth, health, and relationships. In this guide you will learn […]

15
FEB
2019
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Whether you’re nearing retirement, in retirement, had a life-altering event or need investment advice, Pure Financial’s fee-only fiduciary financial advisor team helps craft an investment strategy and retirement plan based on the best interest of your financial goals.

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