Learn more about whether you need to pay estimated taxes.
FOCALPOINTWEALTH.COM
You May Need to Make Estimated Tax Payments If…
Attention Estate Executors: Do you know about the Alternate Valuation Date?
FOCALPOINTWEALTH.COM
Understanding the Alternate Valuation Date
SHARE.GAINFULLY.COM
Achieving Financial Independence at Any Age
Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.
FOCALPOINTWEALTH.COM
Year-End Charitable Gifting and You
When was the last time you checked your credit score? #CreditScore
FOCALPOINTWEALTH.COM
How Does Your Credit Score Compare?
Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test? #ValueInvesting
FOCALPOINTWEALTH.COM
Value vs. Growth Investing
Buying a home may be your largest financial commitment. Which loan is best for your situation?
FOCALPOINTWEALTH.COM
Fixed or Variable Mortgage, Which Should You Pick?
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
FOCALPOINTWEALTH.COM
Understanding the SECURE Act
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
FOCALPOINTWEALTH.COM
The Value of Insuring Against Life’s Risks
There’s no shortage of investment analysis for anyone interested. What’s important to understand?
FOCALPOINTWEALTH.COM
Types of Stock Market Analysis
Learn more about whether you need to pay estimated taxes.
FOCALPOINTWEALTH.COM
You May Need to Make Estimated Tax Payments If…
Business owners should consider a succession plan sooner rather than later.
FOCALPOINTWEALTH.COM
Succeeding at Business Succession
The beans brewed for your morning coffee may have changed hands many times #MorningCoffee
FOCALPOINTWEALTH.COM
The Economic Journey of Your Morning Coffee
Agent Jane Bond wants you to know about how #bonds can be #laddered to generate #income.
FOCALPOINTWEALTH.COM
Jane Bond: Scaling the Ladder
If you don’t have an #estatestrategy, here’s some reasons why you should.
FOCALPOINTWEALTH.COM
Why Everyone Needs an Estate Strategy
Take the time to think about these three things when shopping for your next vehicle.
FOCALPOINTWEALTH.COM
Consider These 3 Things Before Driving Off the Lot
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
FOCALPOINTWEALTH.COM
Monthly Market Insights | January 2021
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
FOCALPOINTWEALTH.COM
The Value of Insuring Against Life’s Risks
When the rules of the game change, tactics should follow in response to the new landscape.
FOCALPOINTWEALTH.COM
Revising Estate Strategy Assumptions
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you.
FOCALPOINTWEALTH.COM
The SECURE Act
Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
FOCALPOINTWEALTH.COM
Retirement Realities
Choices, choices, choices. Make sure you know the benefits and limitations before committing your money. #ETF
FOCALPOINTWEALTH.COM
Mutual Funds vs. ETFs
Do you have a will? Is it updated?
FOCALPOINTWEALTH.COM
When Do You Need a Will?
The #StockMarket has a long and storied history, from the Dutch East India Company to Wall St.
FOCALPOINTWEALTH.COM
From Boats to Brokers
Being healthy may help your personal finances.
FOCALPOINTWEALTH.COM
Putting a Price Tag On Your Health
Can you put a price tag on procrastination?
FOCALPOINTWEALTH.COM
The Cost of Procrastination
Did you know that women control 51% of all personal wealth in the United States?
FOCALPOINTWEALTH.COM
Women on the Rise
Updated Covid-19 statistics tracker for March 19th, 2021. The narrative around COVID-19 is constantly changing, so we're sharing a one-pager with some of the charts and data that we think are important to keep an eye on to help gain some perspective. Click the link below to see the full PDF.
https://www.ftportfolios.com/Common/ContentFileLoader.aspx?ContentGUID=8649d509-ca17-4497-aa18-dcb9275209b9
