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James Fettig – Wealth Manager
Nate Natwick – Wealth Manager

Bismarck Office: (701) 250-5126
Beulah Office: (701) 873-4117
Email: info@focusonyourwealth.com

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  1. Home
  2. Archived Blog
  3. May 2022

May 2022

Avoiding Retirement Woes

Submitted by Focus Wealth on May 11th, 2022

How to Avoid Retirement Woes

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The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Submitted by Focus Wealth on May 11th, 2022

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.

Active vs. Passive

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Charitable Giving: Doing Your Due Diligence

Submitted by Focus Wealth on May 11th, 2022

Donating to charities is a win-win when filing taxes. You get to help a cause you care about and can claim dedications on cash contributions. But what happens when the charity you’ve given to is fraudulent? You’ve now donated to a false entity, haven’t helped the cause, and cannot write it off on your taxes.

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Bismarck Office:

  • 600 S 2nd St., Ste 155 , Bismarck, ND 58504
  • (701) 250-5126
  • 800-648-2423

Beulah Office:

  • 117 Highway 49 N. Beulah, ND, 58523
  •  (701) 873-4117
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
 
Securities offered through LPL Financial. Member FINRA/SIPC. Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Focus Wealth are separate entities from LPL Financial.
 
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