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What We're Reading July 2018

Submitted by InFocus Financial Advisors, Inc. on July 19th, 2018

Tags:
  • economics
  • market volatility, drop, correction, recommendations
  • research
  • retirement
  • retirement management
  • risk management
  • trade wars
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Learn How to Freeze Out Identity Thieves

Submitted by InFocus Financial Advisors, Inc. on June 8th, 2018

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What We're Reading Apr2018

Submitted by InFocus Financial Advisors, Inc. on April 18th, 2018

Tags:
  • apple
  • economics
  • facebook
  • market volatility, drop, correction, recommendations
  • research
  • retirement
  • retirement management
  • risk management
  • Read more

Q1 2018 Market Brief

Submitted by InFocus Financial Advisors, Inc. on April 11th, 2018

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First Quarter Market Brief Below - Full Market Update and Outlook Available to Clients 

Tags:
  • retirement
  • volatility
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Are You Being Underpaid by Social Security?

Submitted by InFocus Financial Advisors, Inc. on April 5th, 2018

Part of being a Financial Advisor who works with retirees is helping our clients determine how to potentially maximize their Social Security benefits.

Tags:
  • retirement
  • social security
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The Life Insurance Retirees Don't Need

Submitted by InFocus Financial Advisors, Inc. on February 22nd, 2018

When retired, cash flow matters. For many people life insurance premiums can be a large budget item, and over a 25-year retirement can be an enormous outlay. I work mainly for retirees and like to make sure these long-term trends are needed and working in their favor. Life insurance is definitely needed during many different points in life.

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New Year Economic Update

Submitted by InFocus Financial Advisors, Inc. on January 25th, 2018

2017: We can say with certainty that 2017 has been one for the books. And we mean that quite literally. We saw significant gains from almost every sector of the market and for the first time in history, the S&P 500 was positive all 12 months of the year.

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Potential Implications Of The Tax Cuts And Jobs Act

Submitted by InFocus Financial Advisors, Inc. on January 10th, 2018

As most are aware by now, Congress voted last year to enact changes to our tax code that will take effect in 2018. This is the largest overhaul of the IRS code since the early 2000’s when the Bush tax cuts were enacted. With that being said, it appears as if the majority of the overhaul will affect corporations instead of the individual taxpayer.

Tags:
  • retirement
  • retirement taxes
  • Tax Cuts and Jobs Act 2017
  • taxes
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Five Things For Retirees To Consider In The New Year

Submitted by InFocus Financial Advisors, Inc. on December 27th, 2017

2017 was by all measures a banner year for the markets and the economy. A new year presents opportunity for investors to re-align their portfolios and get a fresh start on planning to ensure their retirement success. Below we have compiled five planning items to consider as you review your retirement strategy to start the new year.

Tags:
  • retirement
  • success
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Save Taxes, Increase Net Worth, and Avoid Risk?

Submitted by InFocus Financial Advisors, Inc. on December 6th, 2017

I've just been pondering this morning just how many people in our area are not doing all the retirement planning that might benefit them.  Over the last five or six years we have found more and more ways we can work to help make our clients retirement that much more successful.

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Recent Blog Posts

  • What We're Reading - December Edition
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  • Is Diversification Killing Your Portfolio?

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