Category: Our Insights | Focus Financial

Two financial planners looking at laptop

What Is a Financial Planner vs. Advisor?

Young college graduate student on graduation day.

Financial Planning for College Graduates

Older couple reviewing retirement plan.

5 Retirement Planning Questions to Ask an Advisor

Woman reviewing her financial planning report

When to Begin Planning for Your Financial Future

Young financial advisor smiling

What Is Asset Preservation?

Grandfather playing with his grandson in living room.

What Is a Nest Egg?

Man putting money into piggy bank.

Can I Open a Roth IRA with My Spouse?

Small group of employees working on project; succession planning

What Should a Succession Plan Include?

older woman sitting with husband discussing types of deferred compensation plans

Understanding the Types of Deferred Compensation Plans