Life Span Retirement Planning: Savings In Your 20’s
Discover the power of compounding interest. Financial experts Joe Anderson and Alan Clopine tell you how to start saving for retirement in your 20’s so you can be financially secure in your… Read more...
View ArticleInvesting Behavioral Bias: Loss vs Gain
Joe and Al discuss the relationship between the pain from investment loss versus the pleasure from investment gain. Investing behavioral bias has great influence on our investing decisions. Subscribe...
View ArticleInvesting Behavioral Bias: Overconfidence
Joe and Al discuss how overconfidence can really hurt your investment portfolio and how even the majority of large-company mutual fund managers find it difficult to beat the market. Subscribe to...
View ArticleInvesting Behavioral Bias: Self Serving Bias
Matt Balderston explains how confirmation bias can affect your investment decisions and drive overconfidence. Also discussed is the human tendency of self serving bias and how to recognize these...
View ArticlePresident Trump’s Proposed Tax Plan: Postcard Tax Filing
Would you like to file your taxes simply by filing a postcard? President Trump’s proposed tax plan calls for that to be an option. One goal of the plan is to make… Read more The post President Trump’s...
View ArticlePresident Trump’s Proposed Tax Plan: Federal Tax Rates
What tax bracket would you be in with President Trump’s proposed tax plan? The plan calls for fewer tax brackets. Financial experts Joe Anderson and Alan Clopine walk you through what those… Read more...
View ArticleTake the Mystery Out of Saving For Retirement: Stocks vs Bonds
To reach your financial goals for retirement, it isn’t enough to just save money. You also need to invest the money in your retirement accounts to make the most of the money you save. Financial experts...
View ArticleTake the Mystery Out of Saving For Retirement: Roth IRA vs Traditional IRA
Saving for retirement with a Roth IRA versus a traditional IRA can have an impact on how much money you have once you stop working. Financial experts Joe Anderson and Alan Clopine go over the...
View Article401(k): Explore the Roth Option
A relatively new tool for 401(k) plans is the Roth option. With a Roth, you don’t get a tax deduction when the money is put into the plan, but its principal and interest grows tax-free until the money...
View Article401(k): Pros and Cons of Rolling It Into an IRA
Not sure what to do with your 401(k) account once you retire? Financial experts Joe Anderson and Alan Clopine discuss the pros and cons of rolling your 401(k) into an IRA.… Read more The post 401(k):...
View ArticleSocial Security Savvy Quiz
What you don’t know about taking your Social Security benefits could cost you thousands of dollars. How Social Security Savvy are you? Put your knowledge to the test with financial experts Joe...
View ArticleSocial Security Benefits: When Should You Claim Them
When you decide to take your Social Security benefits can make a difference of thousands of dollars in how much money your receive over your retirement years. Financial experts Joe Anderson and Alan...
View ArticleSocial Security Benefits: Who Is Eligible & How Is It Calculated
The Social Security Administration determines who is eligible for Social Security benefits with a straightforward formula and criteria. Financial experts Joe Anderson and Alan Clopine help you see what...
View ArticleEstate Planning: Wills vs Trusts
Putting an estate plan in place can be very confusing for many people. Financial expert Joe Anderson and Estate Planning Attorney Nicole Newman discuss the difference between wills and trusts....
View ArticleDownsizing: Creating Income Streams In Retirement
Many people envision living in their family home during their retirement years, but they may not be the best decision for many retirees. Financial experts Joe Anderson and Alan Clopine explore the...
View ArticleCommon Medicare Mistake: Do NOT Wait To Enroll
Few people know the ins-and-outs of Medicare. What you don’t know can lead to costly mistakes. Pure Financial Educator, Jason Thomas, CFP® discusses some of the most common mistakes. Unaware of the...
View ArticleThe Different Types of Medicare Plans: A, B, C, and D
Knowing the A, B, C, and D’s of Medicare can save retirees a significant amount of money and heartache. Financial experts Joe Anderson and Alan Clopine break down what you need to know when enrolling...
View ArticleCommon Medicare Mistake: Accidental Disenrollment
The enrollment dates and rules and regulations that go along with Medicare can leave your head spinning. Financial expert Joe Anderson sits down with Pure Financial’s Educator Jason Thomas, CFP® to...
View ArticleNavigating Taxes In Retirement: Tax Diversification
What do you think your biggest expense in retirement will be? Housing, food or maybe Healthcare? Your biggest expense will likely be your taxes. Financial expert Joe Anderson breaks down ways you can...
View ArticlePresident Trump’s Proposed Tax Plan: Federal Tax Rates
What tax bracket would you be in with President Trump’s proposed tax plan? The plan calls for fewer tax brackets. Financial experts Joe Anderson and Alan Clopine walk you through what those changes...
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