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.
March 17, 2025
Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being
In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.
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March 17, 2025
Costly Wealth Transfer Mistakes to Avoid
Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.
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May 17, 2023
Introducing Your Children To Your Family Wealth
These 5 tips will help you to instill your values about your family’s wealth with children of all ages.
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March 21, 2023
Financial Pressures Today’s Breadwinner Women Face
As women take control over our work lives, we have more power to take control of our wealth, and to create the life we desire for ourselves and our families.
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