The information being provided is strictly as a courtesy. When you link any of these websites provided herewith you are leaving this site. Our company makes no representation as to the completeness or accuracy of information provided at the sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through the site. When you access one of these sites, you are leaving InFocus Financial Advisors’ website and assume total responsibility and risk for your use of the sites you are linking to.
SubmitBlog Tag: retirement
Hot Retirement Topics
It is not often that we get to call retirement topics “hot”, but right now I am taking the liberty. Some topics can and likely will affect your retirement years more than others. These “hot topics” to us are currently: your fixed income/bond holdings, Roth IRA conversions, and a reduction of your social security income […]
Retirement and Sheltering in Place
While we are in what is likely to be a worsening global pandemic situation, we remain optimistic that we will all get through this together. We will all need to do our part and reduce the spread of this challenging virus. While doing that we can be quite anxious, and a bit of cabin fever […]
Our New Year Initiatives
New Year, New us. Or so the saying goes. Part of turning the page to the year ahead is to look back at how we did over the last 12 months and set goals on what we’d like to accomplish over the next 12. For us, it is an exercise that couldn’t be of higher […]
Major Changes to Retirement Laws – The Ground is Shifting Beneath Your Feet
Earlier this year, the House of Representatives voted 417-3 to pass the SECURE Act, formally known as the Setting Up Every Community for Retirement Enhancement Act. A similar measure had been stalled in the Senate until this week. At the last minute, this piece of legislation was attached to the spending appropriations bill which was […]
Potential New Retirement Legislation
If you weren’t aware, there is proposed legislation currently in Congress that many believe has a significant probability of becoming law later this year. We don’t try to predict the future on these things, but any proposed new legislation that may impact our clients or their planning needs is on our radar. The Wall Street […]
What We’re Reading April 2019
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]
What Matters in Retirement
When investors get to retirement age, there are certain things that are going to be quite different. The first, and best, thing is obviously not having to go to work every day. When it comes to your finances, how you choose to invest and what you should be focusing on might be a little different […]
What We’re Reading Feb 2019
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]
What We’re Reading Nov 2018
People sometimes ask what we are reading or what they should read themselves. Our plan is to give a random sample of research or relevant writing at least once a month. There are no priorities or level of importance indicated by having the articles on this list. It is more about some items we have found […]
Finding The Bullet Holes
Recently, I attended an investment conference and had an opportunity to listen and learn about updates and trends in the investment world. During a specific education session, we were told a story about statistics and bombers in World War II that I think draws some parallels to today’s investors. More times than not, we can […]