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.
Blog
06.12.2026
Is the Market Ignoring High Energy Prices?
The S&P 500 closed the month of May at another record high, capping its ninth consecutive weekly gain. The US stock market rebound from the March lows has been impressive […]
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.
05.08.2026
Milestones on the Road to Retirement
I like to remind my kids sometimes that when their mom and I got married, we had nothing. We actually had less than nothing because our debts, mostly student loans, […]
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.
04.16.2026
Can you Hedge Against High Energy Prices?
In my January 2026 post “Four Market Surprises from 2025,” I highlighted the collapse in oil prices as one of the biggest surprises of the year. But as we know, […]
03.24.2026
Elevate Wealth Advisory Announces Key Promotions and Expanded Leadership Roles
Elevate Wealth Advisory is pleased to announce several expanded leadership roles, recognizing team members who have demonstrated proven responsibility, a commitment to excellence, and a strong desire to lead. Brian […]
03.20.2026
What if Interest Rates Stay Higher for Longer?
After declining for much of 2025, interest rates have started climbing again recently, driven by higher inflation readings, tariff concerns, and the impact of the war in Iran on energy […]
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