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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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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Investing
July 02, 2024
3 Keys to Building the Right Portfolio for You
In this session, Chief Planning Officer Jeffrey Levine guides participants through the key factors to consider when building a personalized investment portfolio.
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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.
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Tax Strategies
May 08, 2024
Evidence-Driven Planning™
Discover how Focus minimizes lifetime tax liabilities, grows assets and protects portfolios through three underutilized – but highly successful – planning strategies.
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Past Events
April 19, 2024
Focus Connects Quarterly Webinar: April 2024
Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.
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Cashflow & Budgeting
March 11, 2024
Demystifying Restricted Stock Units: A Guide to Your Organization’s Compensation Program
To retain top talent, some organizations issue restricted stock units (RSUs) to their highest performers. To get the most out of this potential extra income, it’s important to understand what RSUs entail and how to maximize their benefit.
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Family Life & Transitions
February 12, 2024
5 Financial Planning Tips for Welcoming a Baby
When planning for the arrival of your new bundle of joy, don’t forget to babyproof your finances.
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Tax Strategies
July 31, 2023
Demystifying the Income Tax Reporting System
Once tax season is over, it’s not uncommon for taxpayers to receive an inquiry letter for more information about their returns. But have you ever wondered why?
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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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Business Ownership
April 21, 2023
Small Business Tax Mistakes to Avoid
For small business owners, a misstep in tax planning could result in a big, unforeseen bill. Stay on top of taxes by avoiding these common mistakes.
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Investing
February 21, 2023
Emphasizing Safety on the Bond Side of the Portfolio
Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.
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Investing
February 14, 2023
Donor Advised Funds
Chief Planning Officer Jeffrey Levine shares three reasons why donor advised funds are a great way to support your favorite charities while still receiving a tax break.
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Tax Strategies
January 17, 2023
2023 Planning Considerations and Strategies for Individual Taxpayers
Explore our list of key planning strategies and deadlines to make the most out of your 2023 tax season.
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