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.

Retirement Income White Paper

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

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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

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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9 Investment Mistakes

9 Investment Pitfalls All Investors Should Avoid

Few words better characterize today’s financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. It seems to be the nature of today’s markets to subject investors to price fluctuations and confusing global events that test emotional fortitude at every turn. Experience has taught us that successful investing requires discipline … Read more

Satisfying Retirement

Preparing for a Satisfying Retirement

Are you nervous about not having enough money for retirement? Are you worried that you haven’t prepared enough? This fear is common among many Americans who are thinking about retirement.

To help assuage your fears, we’ve created a comprehensive guide where you’ll learn strategies for a satisfying retirement, including:

  • How to fully take advantage of your employer-sponsored retirement plan
  • How
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Joe AndersonJoseph Anderson