Insights & Resources
Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.
-
Financial Planning
December 30, 2024
New Year, New Budget: Save Money While Living Your Best Life in 2025
Discover how to set up your finances for success while still enjoying the lifestyle and experiences that you love.
Read the article -
Financial Planning
November 04, 2024
Budgeting Tips for the Holiday Season
Director of Family Budget Services Rob Bertman shares his best tips to help you buy gifts for your loved ones this year while keeping your financial goals on track.
Read the article -
Life Transitions
July 29, 2024
Switching Jobs? Action Items When Making a Career Change
While starting a new job is an exciting life transition, it’s important to be prepared for how your financial life could change. Wealth Advisor Ryan Berning shares five key items to review when transitioning to a different role.
Read the article -
Financial Planning
May 06, 2024
5 Budgeting Myths that Prevent People from Saving
Director of Family Budget Services Rob Bertman shares tips on creating an effective budget and how to stick to it.
Watch the video
Stay Connected With
Focus Partners
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.