Two years ago, in a blog post titled “Worried about the National Debt?”, I compared our government’s fiscal situation with that of Japan. The point was to remind investors that […]
09.03.2026
What Are the Parts of Medicare?
Medicare has different parts—A, B, C, and D—but what do they actually cover? Deanne Rosso and Gary Stoller explain the basic parts of Medicare, how they work together, and why understanding your options matters when planning for retirement.
08.27.2026
Can I Work While Claiming Social Security?
Can you keep working while collecting Social Security? Deanne Rosso and Brian Rosso explain how earnings limits work before full retirement age, when restrictions disappear, and why coordinating Social Security with your overall retirement plan is so important.
08.19.2026
Social Security, Simplified: How to Claim Smarter
In this webinar, Brian Rosso breaks down Social Security in clear, practical terms—so claiming doesn’t feel like guesswork.
08.14.2026
Rising Yields and Your Portfolio
In the past five months, interest rates in the US have moved up significantly. While the rates on all maturities have climbed, US Treasury yields for bonds with maturities greater […]
08.06.2026
When Should I Claim Social Security?
Should you claim Social Security early, wait until full retirement age, or delay even longer? Deanne Rosso and Brian Rosso explain the key factors that can help determine the right claiming strategy for your retirement plan.
07.23.2026
IRA Planning: Save Taxes and Get More Out of Your Retirement
In this retirement planning webinar led by Clarke Holt, learn why building wealth is only half the story—and why having a smart plan for IRA withdrawals can be just as important.
06.16.2026
Beyond Medicare: Building a Plan for Long-Term Care
There is perhaps no other event in life that has the potential of causing serious, if not irreversible consequences to a family than a need for care over an extended period of years. In this presentation, Michael Tessler will discuss the basics of Long-Term Care insurance planning.
05.13.2026
Strategies for Retirement Transitions
When you design, build and protect a plan it requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client’s long-term success — several of which present opportunities for professionals to work together.
05.05.2026
Focus Partners Cybersecurity “Never Ever” List
Never ever respond to pressure or threats from an email, phone call, or text. These are almost always a method of social engineering designed to get you to give someone money or sensitive data.
05.05.2026
Focus Partners Cybersecurity Identity-Theft Checklist
If you have been a victim of identity theft, we recommend taking the following steps.
05.05.2026
Focus Partners Cybersecurity 24-Hour Checklist
Practical steps anyone can implement in less than 24 hours to reduce the chances of being a victim of cybercrime or identity theft.
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