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

    April 14, 2025

    Retired Public Employee? You May Qualify for Retroactive Social Security Benefits

    Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.

    Read the article
  • Retirement

    April 02, 2025

    What to Know About Inherited Retirement Accounts

    Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.

    Watch the video
  • Family Life & Transitions

    February 28, 2025

    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.

    Watch the video
  • Retirement

    January 20, 2025

    Reframing Retirement: Focus on Fulfillment

    Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.

    Read the article
  • Retirement

    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.

    Read the article
  • 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
  • Retirement

    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.

    Watch the video
  • Family Life & Transitions

    July 17, 2023

    6 Key Financial Considerations for Unmarried Couples

    Marriage may not be part of the plan for every couple. These strategies can help unmarried couples avoid conflict while working toward their financial goals together.

    Read the article
  • Retirement

    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.

    Watch the video
  • Retirement

    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.

    Watch the video
  • Retirement

    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.

    Read the article
  • Lifestyle Services

    January 12, 2023

    Bucket List Living: Not for Retirement Only

    Retirement is the ultimate destination on the horizon that we are working toward. At the end of the rainbow lies the pot of gold that contains our lifetime treasure of bucket-list experiences.

    Read the article
  • Family Life & Transitions

    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.

    Read the article

Stay Connected With
Focus Partners Wealth

Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.

Sign Up For Email