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.
-
Retirement
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.
Read the article -
Estate & Trust
August 12, 2024
Top Estate Planning Mistakes to Avoid
A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.
Read the article -
Tax Strategies
June 07, 2024
Strategies Single, Divorced or Remarried Individuals Can Use to Reduce Estate Taxes
Wealth Advisor Adam Yofan and a panel of divorce and estate planning attorneys discuss tax-saving options for high-net-worth individuals who expect to have complex estates to manage.
Watch the video -
Retirement
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.
Watch the video -
Estate & Trust
May 20, 2024
Should You Hire a Professional to Manage Your Trust?
If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.
Read the article -
Family Life & Transitions
April 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 article -
Family Life & Transitions
February 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 article -
Estate & Trust
September 19, 2023
Strategies for Effective Gifting to Family Members
To make the most of your gift, you’ll need to plan for the potential tax consequences and how the gift fits in with your overall financial goals and estate plan.
Watch the video -
Estate & Trust
August 23, 2023
3 Estate Planning Tips for Same-Sex Couples
A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.
Read the article -
Insurance and Protection
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.
Watch the video -
For Parents
May 07, 2023
Legacy Series: Threshold Questions For Familes
Threshold Questions will help you understand and frame the issues most important to you. This will enable you to work more effectively with your investment advisor to construct an asset allocation that works for you.
Read the article -
Investing
May 02, 2023
Focus Connects Quarterly Webinar: April 2023
Our Quarterly Connects Webinar features Focus thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.
Watch the video
Stay Connected With
Focus Partners Wealth
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.