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.

What is a Roth IRA

Roth IRA Basics

Interested in growing your money in a retirement account that is tax-free? Learn the ins and outs of Roth IRAs in this white paper.

In this guide, you’ll learn…

  • What exactly a Roth IRA is
  • Eligibility requirements
  • Contribution limits
  • The difference between a Roth IRA and a Traditional IRA
  • And more!

Don’t wait to discover the difference compounding can make. … Read more

Retirement Readiness Guide

Retirement Readiness Guide

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.

In this guide you’ll learn…

  • How to create
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investing white paper

Pursuing a Better Investment Experience

Do you want to pursue a better investment experience? Our comprehensive guide highlights 10 key decisions that can help investors effectively target long-term wealth in the capital markets. Learn what strategies can help you improve your odds of success and set you up for long-term success.


In this guide you’ll learn…

  • How to let markets work for you
  • Why
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Tax Reform: Trump vs. House GOP

Updated May, 2017

With Republicans in control of the White House and both chambers of Congress, many think 2017 could be a major year for tax reform. It’s been three decades since the last major tax reform, but negotiation is in order before any type of reform will be accomplished.

President Donald Trump and the Republican Party remain divided on … Read more

estate plan organizer

Estate Plan Organizer

One of the best gifts you can give is to leave your loved ones with an organized estate. Our estate plan organizer will help you collect all your relevant estate records so that you and your heirs can keep better track of all the important information in your life. The organizer is divided into fourteen sections, providing a clear structure … Read more

medicare guide

Making the Most of Medicare | A Guide for Baby Boomers

Want to learn the ins and outs Medicare? Our Making The Most of Medicare white paper can help you get the answers you need.

In this guide you’ll learn the A,B,C’s of of Medicare from expert Dr. Katy Votava including information on:

  • 2016 premiums and Income Related Monthly Adjustment Amounts (IRMAA)
  • 2016 Medicare Part A and B out-of-pocket costs
  • Medicare
Read more

America’s Retirement Crisis

Despite being the largest, wealthiest, and most influential generation of Americans, baby boomers are facing one of the most serious retirement challenges in history. A combination of declining income, increased longevity, and high costs means that an increasing number of Americans face the possibility of outliving their assets.

In this white paper, you will learn…

  • The effects of the financial
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insurance mistakes featured image

5 Costly Life Insurance Mistakes

Making a mistake with life insurance can hurt the ones you love most. Fortunately, with some advance preparation and careful thought, you can help avoid these costly errors.

In this guide, you’ll learn 5 of the most costly life insurance mistakes including:

  1. Choosing the Cheapest Policy
  2. Failing to Review Your Life Insurance Regularly
  3. Naming Your Estate as Beneficiary
  4. Relying on
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retirement income strategies

Retirement Income Strategies

After a lifetime of saving, making the transition to retirement means facing a whole new set of challenges. Today’s retirees face a retirement landscape that is very different from the one their parents saw. Americans are living longer and enjoying active lifestyles, and may need to rely on their retirement strategies for longer.

The key information that you’ll learn in Read more

8 Timeless Principles of Investing

Want to learn 8 secret tips of successful investing? Markets are bound to fluctuate, but these investing principles will always apply. In this whitepaper, learn eight investing tips that will help you feel confident in your portfolio even when markets are volatile.

Key principles you will learn include:

  • How to avoid poor investment decisions
  • How to protect yourself from risk
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social security rules

6 Critical Social Security Facts Retirees Must Know – Updated With New Laws

Access Full White Paper

New Social Security Rules

Updated as of November 6, 2015

The Social Security landscape changed dramatically in 2015 when Congress abolished several advanced claiming strategies that helped retirees increase lifetime income. The new Social Security rules make it more important than ever to make informed decisions when incorporating Social Security into your overall financial strategies.

If … Read more

401k rollover

Changing Jobs? What to Do With Your Old 401(k) Plan

Do you have an old 401(k) and don’t know what to do with it? When transitioning jobs there are several important financial decisions that should be addressed, and figuring out  what to do with your old 401(k) plan is one of them. When you leave your employer, you generally have four basic options of what you can do with your … Read more

financial advice for young adults

Important Financial Strategies for Your 20’s and 30’s

Starting to save and invest in your 20’s and 30’s is essential for a successful financial future. If you don’t know where to begin, we’ve created a guide to help you navigate the world of investing and personal finance.

In this guide you’ll learn:

  • How to start thinking seriously about your financial future
  • Financial goals to set
  • Online tools to
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