Our Resources

Name: Focus Partners Wealth
Address: 8182 Maryland Ave #500, Clayton, Missouri, 63105, United States
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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.

October 21, 2024

Romance in Retirement: Financial Considerations When Marrying Later in Life

Marrying in retirement may come with tax, estate planning and financial ramifications.
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October 02, 2024

Social Security Benefits: 5 Things Married Couples Should Know

In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
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September 09, 2024

What to Know About the New RMD Regulations

Starting Jan. 1, 2025, new RMD regulations will introduce some big changes for those who own retirement accounts and are required to take withdrawals. As you prepare for the coming year, here are some important updates to consider.
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June 17, 2024

Are You Ready to Retire? 4 Questions to Consider

Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
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May 22, 2024

7 Critical IRA Errors to Avoid

Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.
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April 02, 2024

5 Steps to a Less-Taxing Retirement

In this interactive webinar, Focus’s Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
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August 14, 2023

Maximizing Health Care Savings in Retirement With an HSA

A health savings account (HSA) is a tax-efficient way to pay for qualified medical expenses. However, when you enroll in Medicare, using an HSA becomes a bit trickier. Learn how to get the most mileage out of your health care dollars.
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July 11, 2023

10 Key Elements of a Fulfilling Retirement

In this episode of Focus Weekly Perspectives, Chief Investment Officer Kevin Grogan shares 10 key elements for creating and living a fulfilling retirement.
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May 18, 2023

Pre-Tax or Roth? Your 401(k) Options Explained

Although the choice boils down to when you will pay taxes, here are several scenarios to keep in mind when deciding between pre-tax and Roth contributions in your 401(k).
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May 16, 2023

Safe Withdrawal Rates

Chief Investment Officer Kevin Grogan answers this common question by exploring the factors that impact your portfolio, the three phases of retirement, the 4% rule of thumb and Focus’s deep dive approach.
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April 24, 2023

How to Assess the Top 5 Risks in Retirement

Retirees face five key risks when planning their lifestyle after their working years, and more surprisingly, they often underestimate them. Here’s what retirees should know to prepare.
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March 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.
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January 11, 2023

Focus Weekly Perspectives | 3 Key Changes in the SECURE Act 2.0

Chief Planning Officer Jeffrey Levine shares three of the most important components of this bill and how it may impact you for years to come.
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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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