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.

Tax Checklist

Did you know that tax planning and strategy implementation needs to occur prior to December 31st? Most tax strategies are only available during the tax year so don’t wait!

This tax checklist covers the important tax items that you need to collect and strategies you might want to implement before the year-end – updated with the new rules from the … Read more

Alan ClopineAlan Clopine

Quick Retirement Calculator

Are you on track for your retirement? Are you behind in saving? “Big Al” Clopine, CPA from the Your Money, Your Wealth® Show has created a Quick Retirement Calculator Guide to help you find out.

This Quick Retirement Calculator Will Guide You Through How To:

  • Estimate Your Annual Living Expenses in Retirement
  • Consider How Many More Years You Want
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Alan ClopineAlan Clopine

2018 Tax Planning Guide

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
  • 2018 Tax Brackets
  • Tax Issues & Updates for 2018
  • Actions You Can Take
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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

8 Types of IRAs - Pure Financial

8 Types of IRAs

Making contributions to an Individual Retirement Account, otherwise known as an IRA, is all about saving now so you can enjoy the retirement of your dreams later on.

One of the biggest advantages of an IRA is that your contributions (and any growth thereafter!) will grow tax-free. Now there are several different types of IRAs and not each will be … Read more

Social Security Strategies

The Social Security Handbook

Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2018 and beyond.

This guide will explain…

  1. History of Social Security
    • Recent Changes
  2. How Social Security Works
    • Who is Eligible
    • How Benefits
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
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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
Read more