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.
-
Retirement Planning
September 28, 2026
Social Security Claims at 62 vs. 67 vs. 70: What High-Net-Worth Retirees Should Consider
Many retirees focus on one question: Should I claim Social Security at 62, 67, or 70? For high-net-worth individuals, the answer often involves far more than maximizing a monthly benefit. Learn how taxes, Medicare premiums, spousal benefits, survivor protection, and portfolio withdrawal strategies can influence the right claiming decision for your retirement.
Read the article -
Tax Planning
January 26, 2026
2026 Social Security Changes: Tax and Benefit Strategies for High-Net-Worth Individuals
Explore how 2026 Social Security changes affect high-net-worth individuals and learn tax and benefit strategies to maximize lifetime income.
Read the article -
Retirement Planning
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 -
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 replay -
Retirement Planning
October 21, 2024
Romance in Retirement: Financial Considerations When Marrying Later in Life
Marrying in retirement may come with tax, estate planning and financial ramifications.
Read the article -
Retirement Planning
October 02, 2024
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 -
Life Transitions
August 06, 2024
Workshop Webinar | Planning Through Divorce: 5 Considerations to Safeguard Your Future
In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.
Watch the video -
Retirement Planning
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
Want more resources like this? Click here to receive financial insights, articles, videos and webinar invitations.