Take 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 ArticleThe Making of a Retirement Millionaire: Steps to Financial Security
For many becoming a millionaire is one of the financial benchmarks that indicate that you have arrived in life. Do you have any idea what it would take for you to become a millionaire? Financial...
View ArticleThe Making of a Retirement Millionaire: Millionaire Showdown
Wanna be a millionaire? Pure Financial Advisors’ professionals Joe Anderson and Jake Greenberg put their expertise to the test to see who can win the Millionaire Showdown. Pure Financial Advisors’ CEO...
View ArticleSocial Security Secrets: How To Maximize Your Benefits
Each day 10,000 Baby Boomers are reaching retirement age, but most don’t know how to best claim their Social Security benefits. Do you know how to maximize your benefits? How and when you claim your...
View ArticleSocial Security Secrets: Claiming Benefits For Married Couples to Divorcees
Almost 70% of people will look to their Social Security benefits to provide their primary income in retirement, but many people don’t know what benefits they are entitled to or the best way to claim...
View ArticleSocial Security Secrets: How & When To Claim Your Benefits
The Social Security system is governed by almost 3,000 core rules and thousands upon thousands of additional supplements in its program operating manual. So it should come as no surprise that there is...
View ArticleRetiring in a Gig Economy: Retirement Plans for Small Businesses
Starting your own business in retirement can mean having retirement plans available to you that were not available before you joined the Gig Economy. Financial professionals Joe Anderson and Alan...
View ArticleRetiring in a Gig Economy: Limit Your Tax Exposure
Thinking of starting your own business after you retire? It is a growing trend in this Gig Economy. More retirees are getting a side job or starting the business of their dreams. Financial...
View ArticleRetiring in a Gig Economy: What You Need to Know to Get Started
Baby boomers are reinventing what it means to be retired. Today retirement is often about keeping active, emotional fulfillment and more and more about working in a new Gig Economy. Whether you’re...
View ArticleTake the Sting Out of Taxes For High Income Earners: Real Estate Investments
Want to take the sting out of your tax bill? Real estate can be a valuable investment tool and a mechanism for lowering the amount of taxes you pay. Trying to decide if a 1031 exchange or a charitable...
View ArticleTake the Sting Out of Taxes For High Income Earners: Tax Loss Harvesting
Want to learn how to earn tax-free income in retirement? Taking the sting out of your tax bill can be as easy as using a simple strategy called tax loss harvesting. Financial professionals Joe Anderson...
View ArticleTake the Sting Out of Taxes For High Income Earners: Tax Strategies
Are you using the available tools and strategies to reduce your tax bill? Many admit they don’t even know if a donor-advised fund or a SEP IRA are options for their personal tax planning. Financial...
View ArticleKeep the Volatile Stock Market From Wiping Out Your Retirement Savings:...
Stock market volatility is normal, but for many investors, a dive in the market can create panic and lead to them to selling off their investments at the worst time possible. Overreacting to a volatile...
View ArticleKeep the Volatile Stock Market From Wiping Out Your Retirement Savings: How...
The sharp ups and downs of a volatile stock market can leave even the most experienced investor feeling a little queasy. The critical choices you make during these key times can have a dramatic impact...
View ArticleKeep the Volatile Stock Market From Wiping Out Your Retirement Savings:...
From record highs to record lows, the stock market can change hour by hour leaving you with market motion sickness. When the stock market is the most volatile, is when many independent investors make...
View ArticleSteady Stream of Retirement Income: Fixed Income Approach
You are going to need a steady stream of income in your retirement that can span more than 30 years! How can you plan and save enough money so that you don’t run out of cash? Financial professionals...
View ArticleSteady Stream of Retirement Income: Total Return Approach
Where will your income come from in retirement? Fewer pensions are being offered and more people are relying on Social Security to provide a higher percentage of their retirement income. But what if...
View ArticleSteady Stream of Retirement Income: How to Increase Your Income
You’ve planned and saved for retirement for years but your expenses still outpace your savings. How would you like to have a steady stream of income for life without winning the lottery? Financial...
View ArticleMoney Saving Year-End Tax Strategies: Tax Loss Harvesting
Looking for ways to save money on your taxes? While losing money on an investment may not seem like the ideal plan for your retirement savings, the loss may be used in a strategy to maximize your...
View ArticleMoney Saving Year-End Tax Strategies: Tax Gain Harvesting
Capital gains can be unwelcome words when you meet with your accountant at the end of the year. However, there are strategies you can use to help lower the amount of taxes you pay even when you cash in...
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