Optura Advisors, Inc.

Optura Advisors, Inc. Financial advice based on "trust me" is not good enough. Our accountable financial planning process

Are you more financially literate than your peers? Let’s find out - take this simple 7-question literacy quiz in this Vi...
07/31/2023

Are you more financially literate than your peers? Let’s find out - take this simple 7-question literacy quiz in this Visual Insights Newsletter. Check it out!

Take a 2-minute quiz. Find out.

How much do you know about finances? A basic financial literacy quiz can tell you a lot about what you really know - and...
07/24/2023

How much do you know about finances? A basic financial literacy quiz can tell you a lot about what you really know - and what you THOUGHT you knew. Will you do better than the average person? Take a simple 7-question financial literacy quiz in this Visual Insights Newsletter and find out!

Discover what you really know about finance.

Do you know as much about finances as you think you do? It’s never too late to learn - take a simple 7-question financia...
07/17/2023

Do you know as much about finances as you think you do? It’s never too late to learn - take a simple 7-question financial literacy quiz in this Visual Insights Newsletter (it’ll take you less than 2 minutes). Check it out!

Most folks don't score so hot. See how you stack up.

Most folks can’t get 4 or more questions correct on a simple 7-question financial literacy quiz. How do you measure up? ...
07/10/2023

Most folks can’t get 4 or more questions correct on a simple 7-question financial literacy quiz. How do you measure up? Take a simple 7-question quiz and discover any financial knowledge gaps in this Visual Insights Newsletter.

Take this basic quiz & see how you measure up!

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to str...
06/27/2023

Retiring with $1 million has been a huge financial goal for decades - but is it still a good retirement milestone to strive for? Where could your nest egg last longest? Learn more in this month’s Visual Insights Newsletter.

Plan for the big expenses. Know where nest eggs could last longer.

Is $1 million still enough to retire on? The answer depends on how and where you live. Learn how far retiring with a coo...
06/20/2023

Is $1 million still enough to retire on? The answer depends on how and where you live. Learn how far retiring with a cool million could go in each state in this month’s Visual Insights Newsletter. Check it out!

How long would a $1M nest egg last state-by-state?

$1 million has been a big financial milestone for retirement savings for decades - but how far could it actually go? Lea...
06/13/2023

$1 million has been a big financial milestone for retirement savings for decades - but how far could it actually go? Learn where your nest egg could last the longest with this month’s Visual Insights Newsletter.

Here's where retirees could live for 40+ years on $1M.

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go ...
06/06/2023

How far does a cool million go these days? Not as far as it used to (especially now). Learn how far $1 million could go in retirement in each state in this month’s Visual Insights Newsletter. Check it out!

Where could your nest egg last longest?

It’s OK not to know everything about taxes. But, being able to identify what you know, what you are “pretty sure” about,...
04/20/2023

It’s OK not to know everything about taxes. But, being able to identify what you know, what you are “pretty sure” about, and what you need help with can completely change how you experience tax planning and filing. Check your knowledge with our Tax Literacy Quiz.

Some answers about basic tax rules could surprise you.

High earner in the SF Bay Area? You might think your retirement portfolio is your most valuable asset, but it’s not. Lea...
04/18/2023

High earner in the SF Bay Area? You might think your retirement portfolio is your most valuable asset, but it’s not. Learn how to spot (and protect) your most valuable asset. Just click to read this free guide.

Your most powerful asset isn't what you think!

How do you feel about taxes? More importantly, what do you KNOW about taxes? Your understanding of tax basics and intric...
04/13/2023

How do you feel about taxes? More importantly, what do you KNOW about taxes? Your understanding of tax basics and intricacies can dramatically change your tax time experience — it may even change your feelings about taxes. Test your knowledge with a 7-question Tax Literacy quiz.

See what you know & don't know (& why it matters).

If you’re a high earner, you may be overlooking your most valuable asset. Learn how to spot this potential risk to every...
04/11/2023

If you’re a high earner, you may be overlooking your most valuable asset. Learn how to spot this potential risk to everything you’ve worked for. Help protect yourself by learning the answers to questions all high earners must ask in this FREE guide!

Spot your most valuable asset (it's not what you think)

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94010

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Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 9am - 5pm

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