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
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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.
The Best Apps in Travel
Technology tips to make your next trip even better.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.