Why You Should Think Twice About Delaying Your Mortgage Payments

The recently passed Coronavirus Aid, Relief and Economy act, or CARES act, allows impacted homeowners with federally backed loans to delay paying their mortgage and get a break on accumulating interest for up to a year. According to the Consumer

Read More

How to Initiate a Schwab Online Transfer

Here are step by step instructions on how to initiate a Schwab online transfer. Use these instructions to move funds into or out of your Schwab investment accounts. Step 1 Log in to Schwab.com Step 2 Click on Transfers &

Read More

2017 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 17th. That means the check needs to be postmarked on or before April 17th to count as

Read More

How to Access Your Schwab 2017 1099 Tax Forms

According to Charles Schwab your 2017 1099 tax forms should be available to view on Schwab.com by no later than February 15th. Schwab issues the 1099s in two waves; the first wave should be available today, February 1st and the

Read More

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

Read More

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

Read More

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

Read More