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Financial Plan & Vault Investment Performance
Are you preparing to apply for your Social Security benefits? Follow along in this step-by-step walkthrough of how to apply for Social Security and when the best time is to do so.
There are several different ways to apply and don’t forget about applying for retirement, spousal, and Medicare benefits as well. Learn all the information you need to set … Read more
Jason Thomas
Brian Perry, CFP® recaps the global economic markets in 2017.
2017 Year in Review Summary:
• President Donald Trump gave us a “Goldilocks” economy
• International developed markets
• International emerging markets
• Countries that outperformed the US
• Large vs. small performance
• Value vs. growth
• Stocks and bonds… Read more
Brian Perry
Erin Kathleen Jones, Director of Gift Planning for the Salvation Army and Alan Clopine, CPA explain bequests, charitable gift annuities, and charitable remainder trusts.… Read more
Do you ever wonder where to invest your money? Or how about where to locate your investments based on expected return and how that investment is taxed? All these details can make a huge impact on your net after-tax returns. In this webcast, Jason Thomas goes over general investment strategies to help you make informed decisions with your investments.… Read more
Jason Thomas
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.