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.
-
Investing
March 30, 2026
Bear Market vs. Bull Market: What Retirees Need to Know
Learn the difference between bear markets and bull markets and how retirees can respond. Discover how to protect retirement income and long-term wealth.
Read the article -
Retirement
January 05, 2026
Health Care: The Hidden Retirement Cost You Can’t Afford to Ignore
Health care costs in retirement can be significant, with many U.S. retirees facing lifetime medical expenses that can reach well into the tens or even hundreds of thousands of dollars. This article shares proactive steps you can take to integrate health care planning into your retirement strategy.
Read the article -
Tax Strategies
August 25, 2025
What the One Big Beautiful Bill Means for Retirees
Join Chief Planning Officer Jeffrey Levine for a retiree-focused breakdown of the bill’s key provisions and what they could mean for your 2025 tax year and beyond.
Watch the video -
Retirement
June 30, 2025
5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
Watch the video -
Retirement
April 14, 2025
Retired Public Employee? You May Qualify for Retroactive Social Security Benefits
Retired public school teachers and former state or local government employees currently receiving a pension may have an opportunity to claim retroactive Social Security benefits, thanks to recent legislative changes.
Read the article -
Retirement
April 02, 2025
What to Know About Inherited Retirement Accounts
Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.
Watch the video -
Family Life & Transitions
February 28, 2025
Social Security Benefits: 5 Things Married Couples Should Know
In this session, Chief Planning Officer Jeffrey Levine will demystify some of the complexity surrounding Social Security benefits and help couples make informed decisions.
Watch the video -
Retirement
January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article -
Retirement
June 17, 2024
Are You Ready to Retire? 4 Questions to Consider
Many individuals approaching retirement are struggling with the question, “Am I ready to retire or should I continue working?” Here are some key points to consider when making this important decision.
Read the article -
Retirement
May 22, 2024
7 Critical IRA Errors to Avoid
Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.
Watch the video -
Retirement
April 02, 2024
5 Steps to a Less-Taxing Retirement
In this interactive webinar, Focus’s Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
Watch the video
Stay Connected With
Focus Partners Wealth
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.