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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.
A year-end financial planning checklist is a must for understanding your retirement plan, optimizing investments, and reviewing tax strategies. Pure’s Financial Planner, Phillip Chinothai, CFP®, AIF®, discusses five ways to keep you on track: Review Your Investment Portfolio Maximize Retirement Plan Contributions Review Roth Conversions Plan for Tax Deductions and Credits Update Your Financial Plan […]
Updated for 2023: When it comes to your taxes, do you feel overwhelmed? Having the right tools and strategies to limit your tax bill can help reduce that anxiety. In this guide, we’ll help get you informed and share some strategies that can help you with end-of-year tax planning. In this guide, you’ll learn… Important Tax Deadlines Tax […]
Updated for 2023 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. […]
While no one knows what the future holds, there are ways you can prepare for life’s uncertainties during retirement to try to limit how blind spots impact your savings. Pure’s Associate Advisor, Alex Valles, CFP®, covers the top three: healthcare, inflation, and taxes. FREE GUIDE | Retirement Blind Spot Guide Transcript On your road to […]
Deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from overpaying on taxes. Pure’s Financial Planner, Dean Heimbach, CFP®, AIF®, covers four key steps to get you started on your estate plan: […]
Are you wrestling with your taxes and getting body slammed? Taxes are often not part of many people’s financial plan, an oversight that can cost you tens of thousands of dollars if it isn’t. Taxes can knock you out – you have to know the moves to keep away from a TKO. Most people are ready to […]
The tax deadline (April 18) is quickly approaching and it’s that time of year to prepare for your tax return. Pure’s Financial Planner, Scott Huband, CFP®, AIF®, takes you through a quick checklist to make sure you have all the right documents and deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript Tax season is […]
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 […]
Retirement savings and available tax breaks have changed substantially with the SECURE 2.0 Act of 2022. It’s part of the $1.7 trillion omnibus budget bill that became law in December 2022, and it contains about 100 different provisions that may affect you. Amanda Cook, CPA, Tax Planning Manager at Pure Financial Advisors, provides a very […]
With the start of a new year, now is a great time to focus on ways to improve your finances in 2023. Pure’s Associate Advisor, Michael Chipperfield, CFP®, AIF® talks about plans and strategies to improve your financial health. FREE GUIDE | Financial New Year’s Resolutions: Tips for Getting Your Finances in Order
Are you a mutual fund investor? Learn about how capital gain distributions may impact you and your taxes. Senior Financial Planner, Nathaniel Ritchison, CFP®, AIF® provides an overview of capital gains and potential strategies for mutual fund investors. FREE GUIDE | End of Year Tax Strategies Transcript The pain being felt by investors could get […]
The vast majority of Americans have not spent the time and resources necessary to ensure a healthy and financially successful retirement – that’s the bad news. The good news is that for most of us, there is still time to update your financial plan and goals to give us all the best chance at a […]
What comes to mind when you think of your taxes? Do you feel pain in your stomach? Financial professionals Joe Anderson and Alan Clopine want to empower you to maximize your return by using strategic tax planning. They take a look at the changes in tax law and give you some tools and strategies to […]
On your road to retirement have you stayed too focused on just socking money away without considering blind spots that could sabotage your overall financial plan? From unexpected out-of-pocket expenses to untimely market downturns, you can lower the impact of these events by planning for them. Financial professionals Joe Anderson and Alan Clopine highlight the […]
In March 2021, the American Rescue Plan Act became law, providing additional relief for those impacted by COVID-19. The bill gave aid to the economy, public health, state and local governments, individuals, and businesses. In this guide, you’ll learn about… Recovery Rebates Enhancements to the Child Tax Credit Enhancements to the Child and Dependent Care […]
