NewFocus Financial Group | Blog

9 Action Steps to Start the New Year on Firm Financial Footing

1. Assess Where You Are •   Update your balance sheet so you know your starting point. •   Confirm cash reserves. If you’re still working, strive to maintain at least a six-month cash buffer for any emergencies or unforeseen circumstances such as medical costs or job loss. If you’re in retirement, strive to maintain three years

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Charitable Giving in the Holiday Season

Advice for end-of-year charitable donations.

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Key Facts About Charitable Remainder Trusts

Avoid taxes and help make a positive difference in the world with a charitable remainder trust.

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