NewFocus Financial Group | Blog

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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Changes to Social Security Benefit Strategies

New rules go into effect in six months.

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