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John Q. Taxpayer is in the home stretch of his career, looking for the best way to catch-up and build his tax-free bucket. Meanwhile, a pair of young financial nerds in Omaha are already strong savers, but they’re wondering whether a simple “VOO for life”...
Should Al and Peggy in Illinois keep hammering pre-tax retirement savings, or should they pivot to post-tax Roth for better tax diversification? Which pension option is best for their early retirement plans? Long-term care insurance premiums are going up endlessly for Eloise in Connecticut. Is...
“Mr and Mrs Smith” have nearly $850,000 saved at age 43, but they’re very concerned about retirement. “Lucy and Desi” are 58 and 64 with nearly $7 million saved, but they still lie awake wondering if it’s enough for their high-expense life. “Tony and Carmela”...
Lucky Lou is 48, burned out and wants to punch at 50. How should he bridge the gap before pensions and Social Security? Joe Anderson, CFP®, and Big Al Clopine, CPA walk through the Rule of 55, 72(t)s, and the psychological reality of spending down...
As you review your savings goals in 2026, it’s helpful to know where you stand. Pure’s Principal, Marc Horner, CFP®, outlines savings benchmarks by age to provide a clear perspective to help you stay on track with your retirement savings goals. Transcript By the time the ball drops on 2026, most people will be thousands […]
Famous boxer Mike Tyson said, “Everyone has a plan until you get hit in the face.” If you’re among the 49% of Americans punched in the face by an unplanned early retirement, trainers Joe Anderson, CFP® and Big Al Clopine, CPA are here with 15 defensive maneuvers that’ll help you bob and weave, slip, and […]
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 […]
61% of working Americans fear retirement more than death. How can you avoid this retirement panic? Let Joe Anderson, CFP® and Big Al Clopine, CPA, calm your nerves with seven practical plans for your income, spending, savings, and healthcare to put you on the path to an anxiety-free retirement. Calculate your FREE Financial Blueprint […]
You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to know. Jim and Pam in Orange County are eligible for combat zone tax exclusions (CZTE). How else can they maximize their tax-free...
Are you ready for retirement? Are you prepared? Are you nervous? How you prepare in the last few years before you retire will greatly impact what kind of retirement lifestyle you’ll enjoy. This week, Joe and Big Al count you down to retirement with the must-do preparations that’ll get you ready to punch the clock […]
Retiring with confidence is a goal for many—but how can you be sure you’re on the right track? Pure’s Senior Financial Advisor, Sumit Mehta, CFP®, AIF®, offers practical strategies to strengthen your retirement plan—no matter your stage of life. Start making informed choices today to help secure the financial future you envision for tomorrow. He […]
Planning for retirement is a challenge, just like the game of golf. Only 3.2% of retirees have a million dollars in their retirement accounts, and only 1-2% of golfers annually make a hole-in-one. Luckily, you don’t need a hole-in-one to win the financial game – but you do need a strategy. Joe Anderson, CFP® and […]
You’ve heard the phrase, “The best-laid plans of mice and men often go awry”? One wrong move can derail your entire retirement. Don’t let the unexpected turn your dream into a nightmare! In this episode of Your Money, Your Wealth®, Joe Anderson, CFP®, and Big Al Clopine, CPA, reveal how 10 risks can break your […]
So many different IRS rules can cause you to pay more taxes than necessary on required minimum distributions, Social Security and Medicare, long-term capital gains, your investments, and more. Joe Anderson, CFP®, and Big Al Clopine, CPA outline 11 tax traps and the escape routes that’ll help you keep more of your money in retirement […]
How much money will you need to have saved by the time you retire? It’s probably more than you think, and many factors impact whether your retirement savings will last as long as you do. Find out from Joe and Big Al how your lifestyle and spending, your longevity and health care, inflation and taxes, […]
