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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.
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…
Don’t wait to discover the difference compounding can make. … Read more
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…
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…
As a business owner, you face unique challenges and opportunities when building your financial future. Many of these challenges can be avoided with the proper retirement plan or financial planning classes.
Challenges we often see small business owners face include:
Almost half of business owners don’t have retirement strategies in place1
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
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
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:
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…
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:
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
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:
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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
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
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: