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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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.
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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.
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Retirement
October 02, 2024
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 -
Family Life & Transitions
August 06, 2024
Workshop Webinar | Planning Through Divorce: 5 Considerations to Safeguard Your Future
In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.
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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.
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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.
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Insurance and Protection
October 23, 2023
Social Security and Medicare: How to Plan for Next Year
Find out why reviewing your Medicare plans now may lead to significant health care savings over the long term.
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Investing
March 07, 2023
New and Improved Social Security Website
In this installment of the Focus Weekly Perspectives series, Chief Planning Officer Jeffrey Levine shares three reasons why you will love the new Social Security Administration website.
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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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