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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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.
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Tax Strategies
May 23, 2023
Digesting Your 2022 Tax Return: What to Consider
Once your tax return is signed and filed, you deserve to breathe a sigh of relief. But it’s also important to remember that tax planning should happen year-round.
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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.
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Tax Strategies
March 22, 2023
Strategies Around Paying Your Taxes: What Choices Work for You?
We all know the joke about death and taxes. While paying taxes is unavoidable, there are ways to make the process a little less painful.
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Family Life & Transitions
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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Investing
February 02, 2023
Focus Connects Quarterly Webinar: January 2023
The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.
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Retirement
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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Tax Strategies
January 04, 2023
Focus Weekly Perspectives | 3 Ways to Lower Your 2022 Tax Liability
Chief Planning Officer Jeffrey Levine shares three strategies you can implement now to save money on last year’s returns.
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