Have you spent years saving for retirement, but don’t know if just socking money away is enough to maintain your lifestyle once you retire? There are some must-do’s that go beyond funding your 401(k). Financial professionals Joe Anderson and Alan Clopine discuss tax-smart moves, withdrawal strategies, and asset allocation strategies that can boost your retirement...
Are you dreaming about the day you will be able to leave your job behind but aren’t sure if or even when you will be able to afford to quit your day job? There are some financial planning must-do’s you should do before you retire to make sure your finances are in order. Financial professionals...
Do you use rules of thumb to make decisions about how you will handle your money and save for the future? If so, do you know which ones you should ignore and which ones you should explore? Rules of thumb can be a quick and easy way to have a starting point for looking at...
Looking forward to retiring, but not sure how close you are to achieving financial freedom? Retiring too early can leave you financially strapped or even feeling unfulfilled. Retiring without a plan in place for how you will withdraw the money you have saved or a plan to help you minimize your tax exposure, can dramatically […]
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 Anderson and Alan Clopine want to help you avoid costly […]
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, you are leaving all that you have accumulated vulnerable to […]
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 […]