Financial Focus Blog

Financial Focus Blog

Pre-Retirement Solutions

Brokerage Window May Save Money & Time

Upon retirement or separation from service, savvy investors commonly rollover their 401k or 403b into an Individual Retirement Account.

Your Emergency Fund and You

Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But, folks, I’m sorry to say, sometimes storms roll in on the sunniest of days.

The Importance of Financial Literacy

Retirement In Sight for December, 2016

Perspectives Monthly Lifestyle eNewsletter for December, 2016

Your Annual Financial To-Do List - 2017

Client Update December 2017

Happy New Year!

As the year quickly wraps-up I want to announce important service enhancements for 2017.

Weekly Economic Update for November 28, 2016

Investors Beware: The Media Noise can be Deafening

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros.

Your Faith and Your 401k

Faith & Values  Investing Inside Your Retirement Account

Given the choice, I find that retirement plan participants would opt to align their investment decisions with their personal faith and values.  Unfortunately, few retirement plans offer this opportunity and participants feel forced to support enterprises and industries that dir

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