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Pure Financial Advisors provides links for secure access to view your comprehensive personal financial plan, your private document vault and your investment performance reports through this web page. We want you to feel completely organized and in control of your finances. Your planner is always here to help as your personal financial coach.
Financial Plan & Vault Investment Performance
There are three types of account where you can hold your assets. Determining which accounts you place certain assets, based on tax-efficiency and expected return, can have a significant impact on your after-tax net returns.
Taxable accounts, such as your individual accounts and trust, are taxed at the capital gains tax rate when distributed. Deposits in this account are after-tax.… Read more
Jason Thomas
College costs are a challenge for parents and students alike. There are several different college savings vehicles to help pay for college tuition. Walk through the various saving options and learn the pro and cons of each.
Ways to Save for College:
– Pre-Paid Tuition Plans
– 529 College Savings Plan
– Education Savings Account (ESA)
– Uniform Gifts to … Read more
Jason Thomas
If you or someone you know is turning 65, it’s time to start thinking about Medicare. Learn how to navigate through the Medicare maze so you can choose the right plan for you, at the right cost.
Included in the Series
Jason Thomas
In this short market recap, Joe Anderson, CFP® gives a quick snapshot of the market during the second quarter of 2017.
Quarterly Market Review: Q2 2017
Joseph Anderson
Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes to avoid. … Read more
Joseph Anderson
In this short market recap, Joe Anderson, CFP® gives a quick snapshot of the market during the first quarter of 2017.
Quarterly Market Review: Q1 2017
Joseph Anderson
Significant changes have been made to Social Security policies in the last couple of years. Join Joe Anderson, CFP® for a webinar to learn how to craft your Social Security strategy in light of the recent changes.… Read more
Joseph Anderson
Discover what sets Pure Financial Advisors, Inc. apart and get to know the Pure difference. We believe that one of the reasons for our success is that we made a large commitment to change the industry. We identified four major criticisms in the financial planning industry and strive to eliminate or reduce most of them.
We invite you to experience … Read more
Find out how to make your home equity a retirement income source in this short webinar. Special guest, Professor Jamie Hopkins will provide home equity income solutions and then dive deeper into reverse mortgages.… Read more
Joseph Anderson
Emerging markets and international developed stocks came out on top last quarter. In this short market recap, Joe Anderson, CFP® takes a look back at what happened in Q3.
If you are a client of Pure Financial Advisors, join us for a short webinar on October 5 to learn how to use your online client accounts (Financial Plan & Vault account and Investment Performance account).… Read more
Mike Bernier
Understanding the various types of long-term care services and what those services may cost is critical as you consider your retirement approach. Join us for a free one-hour webinar to better understand the costs and benefits of long-term care.… Read more
Joseph Anderson