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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.

  • Life Transitions

    October 05, 2026

    Smart Housing Decisions for Aging

    Housing decisions can become increasingly complex as we age. Where you live may affect your daily routines, access to care, financial resources, and the ability to maintain your independence.

    Watch the replay
  • Financial Planning

    March 27, 2026

    Is Now a Good Time To Buy a House?

    In this webinar, Chief Planning Officer Jeffrey Levine explores the key factors buyers should consider when deciding whether they are ready to purchase a home in the current market. The session provides perspective on how interest rates and housing supply interact, how these dynamics influence pricing and affordability, and what practical strategies buyers can evaluate as they plan their next steps.

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