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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Family Life & Transitions

    April 28, 2025

    Money Tips for Students Beginning Their College Journey

    As summer break approaches, now may be the perfect time for students to not only kick off their journey toward their dream school—but also to start exploring ways to graduate debt free. Explore strategies to help your high school and college students avoid student loan and credit card debt.

    Read the article

  • Next Gen

    April 17, 2023

    Financial Tips & Resources For College Grads

    Great financial tips and resources for college grads to establish financial independence and begin building wealth.

    Read the article

  • Family Life & Transitions

    February 27, 2023

    Funding a College Education with Taxes in Mind

    While 529 plans are a popular way to fund expensive college educations, Focus Senior Tax Manager Shawn Williamson shares more options that may benefit both students and parents from a tax standpoint. 

    Read the article

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