Recent Educational Videos
It’s important to take action and get your estate plan in order. Pure’s Financial Planner, Peter Stokes, CFP®, AIF®, covers the key considerations you or your parents should discuss before deciding what legal documents to obtain: Document assets and approximate value Determine who gets assets Determine who will manage assets Determine who will be responsible...
Deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young children as well as helping your heirs from overpaying on taxes. Pure’s Financial Planner, Dean Heimbach, CFP®, AIF®, covers four key steps to get you started on your estate plan:...
Are you protecting your life legacy and keeping the money in your family? Both a will and a trust do two things: they both distribute property out in an orderly way and allow you to amend it over your lifetime, but that’s where the similarities end. Pure’s Senior Financial Planner, Bryan Ross, CFP®, AIF® explains...
More Educational Videos
A tax time bomb could be awaiting you in retirement unless you implement strategies now to defuse it. Understand how strategies like Roth conversions, tax loss harvesting, net unrealized appreciation, donor-advised funds and more can help you reduce your tax liability as you plan for a successful retirement. Plus, learn how recent tax legislation called […]
The tax deadline (April 18) is quickly approaching and it’s that time of year to prepare for your tax return. Pure’s Financial Planner, Scott Huband, CFP®, AIF®, takes you through a quick checklist to make sure you have all the right documents and deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript Tax season is […]
Johnson Andrews, CFP®, AIF®, Financial Planner, Irvine, covers three tax saving strategies: Employer Match 401k plans: The Triple Bonus Charitable Giving: Donor Advised Fund & QCD’s Start Your Own Gig Business: Tons of Deductions. FREE GUIDE | 2023 Tax Planning Guide Transcript 1. Employer Match 401k Plans In a traditional plan, when you contribute a […]
Pure’s Associate Advisor, Garrett Bradbury, CFP®, prepares you to file your federal income tax return with these filing tips to avoid delays, offer tax saving strategies, and maximize your refund. FREE GUIDE | 2023 Tax Planning Guide Transcript Get ready for the 2023 tax season! True, filing isn’t due until April 18th (May 15* for […]
The SECURE Act 2.0 of 2022 contains over 100 retirement and tax-related provisions that may affect you and your financial plan for the future. Schedule your Tax Reduction Analysis now! In this webinar, Pure Financial Advisors’ Tax Planning Manager, Amanda Cook, CPA, JD reviews some of the most immediate changes that will impact your retirement […]
Do you understand the differences between a Traditional IRA and a Roth IRA? Pure’s Financial Planner, Nick Rose, CFP®, breaks down the tax benefits, contribution limits, and phase out ranges for both IRAs to help you determine what option might be best for your financial situation. FREE GUIDE | The Ultimate IRA Guide Transcript If […]
It’s crucial to know how the new RMD rules will impact you to properly plan your finances in the future. Jeff Brecht, CFP®, AIF®, Pure Financial Planner, Los Angeles branch, points out the new RMD changes with the passing of the SECURE 2.0. FREE GUIDE | The SECURE Act 2.0 Guide Transcript For retirees or […]
Secure 2.0 aims to expand coverage and increase retirement savings for employees. Peter Stokes CFP®, AIF®, Pure Financial Planner, Los Angeles branch, covers the key retirement provisions and how they may effect you. FREE GUIDE | SECURE Act 2.0 Guide Transcript The Secure 2.0 act is now law. The legislation provides a slate of changes […]
How is inflation like Star Wars, and can the Fed tame it? What happened in the financial markets in 2022 and why do they perform better when people feel bad? Is the classic “60/40” stocks/bonds asset allocation model broken? Pure Financial Advisors’ Executive Vice President and Chief Investment Officer Brian Perry, CFP®, CFA charter, AIF® […]
The new year creates an opportunity for a fresh start and to build healthy financial habits to improve your likelihood of financial success. Pure’s Financial Planner, William Hodapp, CFP®, CPA, AIF®, covers the basics to help you achieve your financial goals. Prepare a net worth and cash flow statement Make a budget Pay yourself first […]
Retirement savings and available tax breaks have changed substantially with the SECURE 2.0 Act of 2022. It’s part of the $1.7 trillion omnibus budget bill that became law in December 2022, and it contains about 100 different provisions that may affect you. Amanda Cook, CPA, Tax Planning Manager at Pure Financial Advisors, provides a very […]
For some, making a budget can feel intimidating, but you can do it! Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF® guides you through steps on how to create a budget, and if you stick to it monthly, you’ll be on plan to where you want to be. FREE GUIDE | Financial New Year’s Resolutions: […]