NewFocus Financial Group | Blog

Is Your Home Underinsured? Now Is a Good Time to Review Your Coverage

Here at NewFocus, we have found that more homes than ever are underinsured. Here are some pointers to make sure you have the right coverage.

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Top Retirement Mistakes to Avoid

A financial reporter recently asked me about the biggest mistakes that I see in retirement.

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How to Handle an Inheritance

Consider these steps to use an inheritance to put yourself on firmer financial ground and build a more secure future.

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You Need More Than a Number: 6 Tests to Determine Retirement Readiness

How do you know that you’re ready to retire besides reaching a certain portfolio number?

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What If 2008 Happened Again? Your Retirement Needs a Portfolio Strategy

In retirement, your focus changes. You’re not putting money into your portfolio anymore.

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Watch Out for the AMT: Triggers and Strategies to Limit Your Exposure

The tax is increasingly affecting middle- and upper-middle-income families.

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Funding Your Grandchild’s College Education Strategically

Grandparents can contribute to the rising costs of college education without impacting the student’s eligibility for financial aid.

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Have a Health Savings Account? Nearing 65? The Five Things You Need to Know Before Medicare

Medicare will force changes in your HSA contributions and eligibility.

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Preparing a Plan to Go (and Grow) in Retirement

Living longer requires even more attention to finances.

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Starting Care for Aging Parents

Be kind, be informed, be proactive.

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