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Author: edward

Stop Saving for Retirement!

Want to pay lower taxes in retirement. Stop saving! That’s obviously a joke. The key is that most people save the wrong way and it costs them thousands. Here’s how to do it right.

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Why worry about taxes in retirement now?

If you are still years from retirement, you may not be thinking about retirement taxes. But you might save a lot of money if you think about it now.

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Why you need to put plans together before anything bad happens

Our guest unexpectedly became a widower in his 20’s. And, even though he was a financial advisor, he discovered that not thinking it through left him overwhelmed.

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Making the Most of the Great Resignation – with Patty Phillips

What opportunity is the Great Resignation for you, and how do you make the most of it?

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The Success Triangle

Three connected concepts that will help you succeed.

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A Conversation with New York State Sen. Jeremy Cooney

A Conversation with New York State Sen. Jeremy Cooney.

10 Smart Year End Moves

10 Smart Year End Financial Moves

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EMAIL

swershing@focused-advisors.com

PHONE

585.381.2662

ADDRESS

160 Allens Creek Road, Ste 270 Rochester, NY 14618
focusedwealthadvisors.com

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AR, AZ, DE, HI, ID, IL, IN, KY, MD, MI, MN, MO, MT, NH, NJ, OH, TN, UT, VT, WA. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Focused Wealth Advisors and Cambridge are not affiliated.