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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Couples may be able to head off many of the problems in a marriage that money can cause.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
There are things about Social Security that might surprise you.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.