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Since Social Security is a primary benefit for most, it’s essential to develop a well-thought out claiming strategy. Consider all potential income, expenses, and tactics to improve your chances of achieving your financial goals. Pure’s Financial Advisor, Joey Bailey, CFP®, CPA, explains the impact of Social Security taxes and how they might affect you. He […]
When it comes to taxes, planning ahead is key, it’s a year-round commitment that ties into your retirement vision. Pure’s Financial Advisor, Ryan Miiller, CFP®, AIF®, analyzes the newest tax updates for 2024 and show you how they fit into your personal financial journey. FREE GUIDE | 2024 Tax Planning Guide Transcript For the first […]
Are you thinking about boosting your financial situation in 2024? Pure’s Financial Planner, Bill Hodapp, CFP®, CPA, AIF®, discusses strategies aimed at refining your budgeting, optimizing tax management, and elevating your investment approach for the year. Outline 0:07 – Intro 1:45 – Personal Finance Goals 3:15 – Creating a Budget 5:21 – 50/30/20 Strategy 6:03 […]
To understand asset location, it is important to consider two areas: asset allocation and how investment accounts are taxed. Pure’s Financial Planner, Sumit Mehta, CFP®, AIF®, discusses why and how to use asset location in your investment decisions. FREE GUIDE | Why Asset Location Matters Guide Transcript What is asset location? To understand asset location, […]
See it – believe it – achieve it! Vision boards are popular these days and they can work to help you secure your financial future. The first step in reaching any goal is to have a vision of what you want your future to look like. What if your vision is to be a millionaire […]
Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]
“If we’re heading to a recession, we’re already in it.” Liz Ann Sonders (Chief Investment Strategist, Charles Schwab & Co.) shares her mid-year market insights and provides strategies for removing the emotion from investing, regardless of market conditions. Plus, Joe and Big Al answer your money questions: how do you diversify a portfolio for the […]
Do your investments have a mind of their own? It may seem that they do if you don’t take time to rebalance your portfolio. Financial professionals Joe Anderson and Alan Clopine explain how to be tax efficient and get the most out of your portfolio. To hear a more in-depth discussion watch Your Money Your […]
