When you think of retiring, what age pops into your head? 55? 65? 70? For many, visions of getting a gold watch and riding off into the sunset are no longer the reality of what retirement looks like. Not only is this vision of retirement...
Stimulus checks, CRD’s, and changes in RMD’s – if there is ever a year that you could make mistakes on your taxes, this is it. Last tax year, 747 billion dollars worth of tax deductions were claimed, but many more were missed. Financial professionals Joe...
Are you protecting your life legacy and keeping the money in your family? You’ve spent your adulthood building your nest egg and accumulating homes, cars, jewelry, and other things that you value. What happens to those assets if you pass away? Without an estate plan,...
Nothing like a world-wide pandemic to get you ready for a Financial Fresh Start in the new calendar year. While 2020, certainly came with challenges, it also highlighted how important having a plan in place is for your sense of security now and into the future. Financial professionals Joe Anderson and Alan Clopine provide the […]
In every decade of your life, there are financial decisions you make that affect your financial security in the present and for years to come. Do you know what some of those instrumental decisions are? Do you know what moves you can make to overcome any missteps? Financial professionals Joe Anderson and Alan Clopine walk […]
Has your financial outlook changed over the past few months? The COVID-19 pandemic has left many of you rethinking your financial plan for retirement. Financial professionals Joe Anderson and Alan Clopine want to give you the tools and strategies not just to survive but to thrive when life takes unexpected turns. Pure Financial’s Managing Director […]
If you are approaching retirement or you are already there, it is critical to think about protecting your savings to make sure you have enough income throughout your retirement years. Financial professionals Joe Anderson and Alan Clopine guide you through ways to protect your savings and help you enjoy your retirement without worrying about money. […]
Like most everything else in 2020, taxes are a little different this year. It is essential that you understand the short-term and long-term rules and regulations that guide how much you will pay to Uncle Sam. Financial professionals Joe Anderson and Alan Clopine guide you through the ins-and-outs of the changes in the tax acts […]
Do you know how to measure the strength of your retirement plan to see if it could weather the storm if there is a downturn in the economy? Financial professionals Joe Anderson and Alan Clopine show you how to stress-test your portfolio and give you ways to regain your financial fitness if your plan doesn’t […]
Are you ready for financial football? Where are you in the game? First and goal in the 4th quarter with no timeouts? Wherever you are, you can get a game plan for a winning season. Financial professionals Joe Anderson and Alan Clopine give you the tools to put a successful game plan in place that […]
The U.S. Presidential campaigns are full of threats claiming that if one side or the other wins, the market will dip or surge. Does the party of the person who becomes the commander-in-chief really drive the market in one direction or the other? Financial professionals Joe Anderson and Alan Clopine take a historical look at […]
Large monetary returns are not the only thing some investors are looking for when they invest in the stock market. Some are looking to drive more money into companies that are environmentally friendly or that are working to have a positive social impact. The megatrend of developing portfolios with a purpose is given a range […]
Taking control of your taxes in retirement can help put more disposable income back in your wallet rather than giving it to the taxman. You can’t control the stock market or how long your job may be available to work, but you can have an impact on how much you pay in taxes. Financial professionals […]
The FIRE (Financial Independence, Retire Early) movement is getting a great deal of attention on the financial channels and social media. This movement suggests if you can save the vast majority of the money you make early in your life and invest it aggressively, then you can retire after only working 10 to 15 years! […]
Are you blindly depositing money into your retirement accounts, but have no idea how to make the most of your investments? Financial professionals Joe Anderson and Alan Clopine take you through the steps to reenergize your IRA. From Roth IRA backdoor door conversions to qualified charitable distribution or QCD, they’ll guide you through the steps […]