Category: Our Insights | Focus Financial

older woman sitting with husband discussing types of deferred compensation plans

Understanding the Types of Deferred Compensation Plans

Two male college students looking at financial statements.

Financial Tips for College Students in 2021

Older man looking at his financial statements online.

Online Advisors vs. Traditional Financial Advisors – Which Is Right for You?

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Everything Parents Need to Know About a 529 College Savings Plan

February 24, 2021

Man using calculator to file taxes.

How Your Financial Advisor Can Help You Prepare During Tax Season

January 29, 2021

Woman doing her financial planning.

Working With an Independent Financial Advisor vs. DIY Investing

January 21, 2021

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Protect Yourself when Entering a New Relationship with a Financial Advisor

January 11, 2021

Woman meeting with her male financial advisor.

Warning Signs It’s Time to Change Financial Advisors

December 22, 2020

man on laptop looking at financial planning strategy

Am I Ready for Financial Planning?

December 16, 2020