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

  • Tax Strategies

    November 21, 2023

    Key Tax-Saving Strategies to Review Before Year-End

    Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.

    Watch the video

  • Investing

    September 11, 2023

    Focus Connects Quarterly Webinar: September 2023

    Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.

    Watch the video

  • Retirement

    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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