Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
December 02, 2024
Navigating Conversations About Inheritance With Adult Children
Many families will be getting together this time of year, and adult children will be coming home for the holidays. In this episode of Buckingham Perspectives, Chief Investment Officer Kevin Grogan discusses a key financial conversation to have with them.
Watch the videoAugust 06, 2024
Workshop Webinar | Planning Through Divorce: 5 Considerations to Safeguard Your Future
In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.
Watch the videoJuly 29, 2024
Switching Jobs? Action Items When Making a Career Change
While starting a new job is an exciting life transition, it’s important to be prepared for how your financial life could change. Wealth Advisor Ryan Berning shares five key items to review when transitioning to a different role.
Read the articleApril 08, 2024
Caring for Aging Parents: The Essential Planning Guide
In an era marked by unprecedented longevity and shifting family dynamics, caring for aging parents is a challenge that many Americans are facing.
Read the articleMarch 05, 2024
5 Common Questions When Buying a Home
In this webinar, Focus’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.
Watch the videoFebruary 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
Read the articleJuly 17, 2023
6 Key Financial Considerations for Unmarried Couples
Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.
Read the articleJune 19, 2023
The Financial and Emotional Impact of Sudden Wealth
We have all dreamed about having the resources to instantly pay off our mortgage, purchase a new vehicle or go on a luxury vacation. But sudden wealth comes with a unique set of unexpected financial and emotional challenges.
Read the articleMarch 13, 2023
The Right Time to Buy? How to Factor in Higher Mortgage Rates
Even if the current market isn’t considered optimal for buyers, it may still be the right time for you. Focus’s Matt Nelson breaks down the key planning considerations when deciding if you are ready to take the path toward homeownership.
Read the articleMarch 01, 2023
Social Security Benefits: 5 Things Married Couples Should Know
Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.
Watch the videoFebruary 27, 2023
Funding a College Education with Taxes in Mind
While 529 plans are a popular way to fund expensive college educations, Focus Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint.
Read the articleFebruary 13, 2023
Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start?
Read the articleJanuary 02, 2023
Ring in the New Year with a Fresh Look at Your Financial Plan
As you get started on your resolutions this year, don’t forget to flex your fiscal muscles and review your financial goals. Six smart strategies will help you plan for the best year yet.
Read the article
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