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

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

 Your DNA Test | Focused Financial Strategies 

 Parts of Medicare | Medicare 

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Watch Past Webinars!

Medicare Basics

Medicare can be a confusing part of the journey towards retirement.  Dominic Bottenfield of AHG Benefits joins us to discuss Medicare basics and considerations in this presentation. 

Preparing for a Confident Retirement

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

Debt and Behavior

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

Understanding Your 401(k) or 403(b)

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

Understanding the OBBBA

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

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
9 Facts about Retirement (pdf)Download
Buying a Home (pdf)Download
Medicare Basics (pdf)Download
Social Security - 5 facts you need to know (pdf)Download

More From Us


Securities offered through LPL Financial, Member FINRA/SIPC.  Investment advisory services offered through Global Retirement Partners, LLC dba Focused Financial Strategies, an SEC registered investment advisor.  Focused Financial Strategies and LPL Financial are separate non-affiliated entities.


GRP Advisor Alliance is an independent network of retirement plan focused advisors.  GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.



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