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.
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November 18, 2024
Cybersecurity and Social Media: Keeping Your Financial Information Safe
Fraudsters are always trying to steal personal information, which can have serious financial consequences. Although social media is a common target, you can take a few simple steps to safeguard yourself against theft.
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September 04, 2024
Long-Term Health Care: Exploring Your Options & Costs
In this session, Chief Planning Officer Jeffrey Levine shares how to consider the need for long-term care into your financial plan.
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June 03, 2024
Secure Your Next Adventure: Why Travel Insurance Shouldn't Be an Afterthought
Out-of-pocket travel costs can have a big impact on our finances. Wealth Advisor Susan Chesson shares why you should not forget to add insurance to your packing list.
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May 01, 2024
Crisis Medicaid Planning: What Everyone Needs to Know
In this interactive webinar, Chief Planning Officer Jeffrey Levine reviews why financially secure families should be aware of long-term care costs and how program benefits could play a role in their planning.
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February 27, 2024
Cybersecurity: How to Be Your Own Best Defense
Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.
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January 29, 2024
How to Protect Children from Identity Theft
According to research, kids could be up to 51 times more likely than adults to be the victims of identity theft. To ensure your child’s credit score stays protected, here are the top three measures you can take to safeguard their future.
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October 23, 2023
Social Security and Medicare: How to Plan for Next Year
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
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July 25, 2023
Preventing Identity Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances.
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June 20, 2023
Planning for Incapacity: Options for Managing Your Finances
In this interactive workshop, Focus’s Chief Planning Officer Jeffrey Levine will discuss three common ways to maintain financial continuity if you or a loved one becomes incapacitated.
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April 24, 2023
Financial Institution Stability: How Secure are Your Savings?
When you trust a financial institution with your hard-earned savings, you assume it will be there for you when you need it. But what happens if that institution has financial troubles or even goes bankrupt?
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January 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.
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