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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Making the most of surprises is a great reason to work with us.
The latest trends in travel reflect a rich menu of exciting new possibilities.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.