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,…
Author: Joseph Carbone
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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,…
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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…
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Tulip Mania!
I was over my parents’ a few weekends ago; while I was in the basement, I stumbled across an old book that I read when I first started in the…
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Financial Planning for the “Real World”
When I work with clients, whether new or existing, I often distinguish between financial planning and investment management for the classroom and for the “real world.” I always show the…
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Transparency is Essential!
Transparency is an essential factor for developing a successful relationship with a wealth advisor and a proper investment strategy, and it is what I pride my practice on. In actuality,…
