Focused Financial Strategies
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Focused Financial Strategies
Home
What We Do
Education
Contact
More
  • Home
  • What We Do
  • Education
  • Contact
  • Home
  • What We Do
  • Education
  • Contact

Articles and Short Videos

Got a Minute? Watch a short video

 A New Way to Look at Your Bucket List | Focused Financial Strategies 

 4 Elements of an Estate Strategy | Focused Financial Strategies

  Making Your Tax Bracket Work for You

 The Latte Lie and Other Myths | Focused Financial Strategies  


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Watch Past Webinars!

Understanding the OBBBA

This discusses the impact of the One Big Beautiful Bill Act on deductions and updated limits.

Investing For Your Bracket

What are some principles of investing you can learn from your bracket?  How can you stay disciplined, understand risk, and create an investment game plan that works for you.

Preparing for a Confident Retirement

What might you need to consider when planning retirement?  We discuss at income strategies, healthcare, Social Security considerations.

Understanding Your 401(k) or 403(b)

Learn the basics of how these plans operate, your options for distributions, and savings considerations.

Looking for more?

Do Our Biases Affect Financial Choices (pdf)Download
Stop Wasting Money (pdf)Download
And the Executor Is... (pdf)Download
A Taxing Story Capital Gains and Losses (pdf)Download
Assess Life Insurance Article (pdf)Download
What You Can Learn from Your Bracket (pdf)Download
9 Facts about Retirement (pdf)Download
Buying a Home (pdf)Download

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