Focus Financial & Associates
Our commitment is to help you work towards achieving your financial goals and to provide you with a “worry free” retirement. At Focus Financial & Associates, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Helpful Content
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.