InFocus in the News

Not spending it? The low-hanging fruit of gifting to family members

Robert Jeter, vice president of InFocus Financial Advisors

Originally published on the Cape Gazette’s website

By Robert Jeter

May 21, 2023

For some retirees, a point in life may be reached where the likelihood of you spending down your assets becomes a low probability. A factor of positive market returns or low levels of spending earlier in retirement may have left you with a larger nest egg than you started with. The problem isn’t uncommon.

(more…)

Half million to benefit foster care children

Eric Johnston and a check presentation

Originally posted on the Community Foundation of the Eastern Shore’s website

March 9, 2022

More than half a million dollars will benefit the needs of foster children and children in crisis situations in the Lower Shore community. The Nordstrom Family Fund at the Community Foundation of the Eastern Shore was created by Ray and Bonnie Nordstrom after they were inspired to grow their impact while continuing to make a difference in the lives of area children.

(more…)

Robert Jeter Travels to Arizona for Due Diligence Trip

Robert Jeter, vice president of InFocus Financial Advisors

Originally published on the SBY Business Journal website

By Robert Jeter

March 9, 2022

Recently, Robert Jeter, CFP®, CRPC traveled to Scottsdale, Arizona for a two-day Due Diligence trip with Meeder Investments. Part of Robert’s role at InFocus Financial Advisors, Inc. is as a member of the investment committee. In this role, he regularly speaks with and visits investment managers to evaluate their firm, process, investment capabilities, and team to determine suitability for client investment.

(more…)