Schedule Your Time to Talk

The Informed Retiree

Your Resource to Become Informed and Stay Informed.

Filter:
In-Person Classes Live Webinars Retirement Insights Podcast Timely Retirement Articles

In-Person Classes

Stack of coins growing in size representing distribution the right way with InFocus Financial Advisors January 16, 2026 | 10:30-11:30 AM Laurel Public Library | 101 E 4th St., Laurel, DE Managing Taxes in Retirement

We will cover:

  • Methods to reduce the taxes you pay over your entire retirement.
  • Navigating IRMAA penalties and understanding Required Minimum Distributions.
  • See what most Retirees get wrong in their tax strategies.

Live Webinars

There are no posts for this category.

Retirement Insights Podcast

Episode 32 – Strategies for Navigating Market Highs In Episode 32 of the Retirement Insights podcast, Eric Johnston, CFP of InFocus Financial Advisors, discuss strategies for navigating market highs. Our advisors discuss prudent risk management methods and how markets tend to perform after reaching new milestones.
Episode 31 – Roth Conversion Strategies In Episode 31 Eric covers Roth IRA conversions and strategies - a popular tax planning tool to take advantage of lower marginal tax rates to reduce overall lifetime taxes paid and increase net-worth. Our advisors cover the rules, basic concepts of how to implement, and things you should consider in determining if partial Roth IRA…
Episode 30 – The Future of Planning and Healthspan In Episode 30, Eric discusses the future of retirement planning. Could it possibly include making more nuanced health projections based on health data? What could the future look like and what might InFocus look like in the future in working towards their client's retirement success?
Episode 29 – Understanding Medicare In Episode 29, Eric reviews the fundamentals of Medicare. They review the various components of Medicare, what they cover, and things to remember when planning for your health insurance in retirement.

Contact Us Today

We would love the opportunity to become your trusted advisor