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Pure’s Principal, Marc Horner, CFP®, provides insight into how to get your finances in order. Outline: 00:00 Welcome and Introduction 00:57 Financial Goals Through Life Stages 01:58 Budgeting and Spending Habits 07:07 Managing Debt Strategically 09:53 Emergency Funds and Bear Market Protection 15:40 Tax Planning and The Tax Triangle 19:49 Portfolio Consolidation and 401k Matches 31:52 […]
Updated for 2026 Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow. […]
What if there were a way to pay no taxes during retirement? Does that sound too good to be true? While completely eliminating taxes in retirement may be challenging, there are strategies that can help you significantly reduce your tax burden and potentially achieve a “zero-tax” retirement in a practical sense. In this guide, you’ll learn… […]
We’re halfway through the year, making June the perfect time for a mid-year financial checkup. Pure’s Senior Financial Advisor, Allison Alley, CFP®, AIF®, shares six key steps to help you stay on track with your financial goals. Taking a moment to reassess now can help you make meaningful progress in the future. She discusses: Budgeting […]
Updated for 2025: Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2025 and beyond. This guide will explain… History of Social Security Recent Changes How […]
Now that you’ve retired, you’re transitioning from saving to spending. However, taxes remain one of the largest expenses so smart tax management is essential for preserving your wealth. Pure’s Financial Advisor, Maxwell Hacker, CFP®, AIF®, provides guidance on tax strategies designed to help you keep more of your hard-earned money. He discusses: Understand different accounts […]
The word “taxes” may not be on the top of everyone’s list of favorite things to address. But, with some forward-looking preparations, managing your taxes does not have to be burdensome with the help of this tax planning guide. In this guide, you’ll learn… Important Tax Deadlines Retirement Account Limits & Roth IRA Income Limits […]
Updated for 2026: Interested in a retirement account that will expand your finances tax-free? Learn everything your need to know about Roth IRAs in this white paper. In this guide, you’ll learn… What a Roth IRA is and the benefits Differences between a Roth IRA and Traditional IRA Rules of Roth IRA contribution limits Roth […]
Updated for 2025: Are you cruising into retirement, or are you on a sinking ship? By plotting a good course and using proper tools and strategies, you can cruise into retirement. Unfortunately, many people need a life vest: they’re ill-prepared and without a compass. It’s all about being proactive. This checklist and guide will show […]
Q: I’m worried markets will turn more volatile next year. Should I sell? A: It’s important to accept that market selloffs are a regular occurrence. Let’s acknowledge that no one likes seeing markets fall and their portfolio balances decline. But the reality is that market selloffs are a normal part of being an investor. In […]
Approximately 97% of older Americans (ages 60 to 89) are either receiving Social Security benefits or will receive them in their lifetime1. Given this substantial percentage, Pure’s Senior Financial Advisor, Nate Ritchison, CFP®, AIF®, examines the history of Social Security, its current usage, and its future implications and impacts on Americans. You will learn: History […]
Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper. In this guide, you’ll learn… What exactly a Roth IRA is Eligibility requirements Contribution limits The difference between a Roth IRA and a Traditional IRA And more! Don’t wait to discover the difference compounding can […]
Turning your ideal retirement into reality requires a strategic approach. Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF®, introduces the concept of SMART retirement goals to lay the groundwork for optimizing your savings. FREE GUIDE | Retirement Readiness Guide Transcript Let’s jump into the important topic of setting SMART retirement goals. Retirement isn’t just a […]
“Inflation is raging. There might be a recession. Markets are volatile. An election is on the horizon. Several banks have failed. We might hit the debt ceiling. Russia is still invading Ukraine. China might invade Taiwan.” The list goes on and on, a litany of troubling headlines. It’s enough to keep you up at night. […]
Retirement disconnect can doom your dreams of having a carefree lifestyle in your golden years before you even get close to quitting your job. The various aspects of planning for retirement can be similar to putting together a jigsaw puzzle. If there is a disconnect where the pieces don’t fit, the final picture just doesn’t […]
