Wealth Management for the “Real World”

When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
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Song of the Month April, 2015

April’s song of the month features the “King of the Blues” and “The Sinatra of the Blues” performing together live Let the Good Times Roll. Of course I am referring to B.B. King and Bobby “Blue” Bland.  I know most people
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Transparency is Essential!

While I was a designing a 401(k) plan for a company I am working with I started thinking about how important transparency is while working with an investment advisor, investment company, a mutual fund company, a 401(k) provider, etc… It
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Song of the Month March, 2015

As many of you know or can tell by my posts I am huge music fan, in fact my dream is to own a vinyl record store.  In that vein I will be introducing my song of the month series.
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How to Invest in Retirement Accounts, Educational Series Video

Welcome to the first video in our Education Series. We hope you enjoy! Our first topic is Investing in Retirement Accounts. In this video we will be discussing two types of retirement accounts; Employer-Sponsored Plans and Individual Accounts. The taxation
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Press Release, Joseph A. Carbone, Jr.

CONTACT: Joseph A. Carbone, Jr. RELEASE: Immediate JOSEPH A. CARBONE, JR. EARNS ACCREDITED INVESTMENT FIDUCIARY DESIGNATION FROM THE CENTER FOR FIDUCIARY STUDIES Bayport, NY October 7, 2014 — Joseph A. Carbone, Jr. of Focus Planning Group has been awarded the
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Soul, Blues, and Rock! Intrigued?

Welcome to our first post in Focus Planning Group’s new blog series called MY 2 Cents.  My 2 Cents will be about topics that are of interest to me personally and do not necessarily have anything to do with wealth
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