Focused Financial Strategies
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Focused Financial Strategies
Home
What We Do
Education
Contact
More
  • Home
  • What We Do
  • Education
  • Contact
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  • What We Do
  • Education
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Articles and Short Videos

Got a Minute? Watch a short video

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  

 Parts of Medicare | Medicare 

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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.

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.

Debt and Behavior

This discusses the issues with debt and the practical steps you might consider to address it.

Looking for more?

Debt - Stress (pdf)Download
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
9 Facts about Retirement (pdf)Download
Buying a Home (pdf)Download
Medicare Basics (pdf)Download

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