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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 […]
You are probably aware that a major determinant of your investment returns, as well as your portfolio risk and volatility, comes from the proportions of various asset classes or investments that you hold. As such, you likely gave a good deal of thought to your initial selection of what investment mix to hold in your […]
