8 Things Millennials Need to Know About Roth IRAs

Young people can take advantage of decades of tax-free investment growth. Saving in a Roth IRA can set you up with tax-free retirement income. If you’re a millennial and you want to start saving and investing for retirement, consider putting

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We Have Been Nominated for Best of Long Island 2018

Focus Planning Group has been nominated for best of Long Island 2018 under the financial planner category. We want to thank our wonderful and loyal clients for this nomination, now let’s win this thing. 🙂 The 2018 contest is Now

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How to Read Your Charles Schwab Monthly Statement

Often times I get calls from clients who need help figuring out what exactly their Charles Schwab monthly statement says. Well you are not alone, It even takes me a few times to read through them so I can explain

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How to Read Your Monthly Investment Summary

The Focus Planning Group monthly investment summary is a simple way to see how all of the investment accounts we manage are performing on one page. 🙂 That sounds great, Joe… Will I still get monthly statement from Charles Schwab.

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My New Writing Gig

I am excited to announce that I will now be a regular contributor to the U.S. News On Retirement blog. The blog features topics including 401(k)s, IRAs, Social Security, Medicare, retirement lifestyles, and a variety of other aspects of retirement

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The DOL Fiduciary Rule: What does it mean for you?

Some of you have probably heard of the Department of Labor’s (DOL) Fiduciary Rule. What is it? What does it mean? A fiduciary is any investment professional who is required by law and practice to act solely in the interests

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2016 IRA Contribution Instructions

If you need to make a deposit into your Traditional IRA or Roth IRA account, Schwab will be accepting deposits up until April 18th. That means the check needs to be postmarked on or before April 18th to count as

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