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
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.