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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. July 2023

July 2023

Do You Still Need Life Insurance When You Retire?

Submitted by Focus Wealth on July 5th, 2023

4 Reasons You May Consider Keeping It

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The Importance of Proper Planning for a Physically Ill Spouse or Loved One

Submitted by Focus Wealth on July 5th, 2023

Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse or loved one, it is crucial. There are several financial considerations that you will need to ponder, and naturally, these will not work with every situation, and chatting with a professional financial planner is one place to start.

Cash Flow

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Creating an Investment Philosophy

Submitted by Focus Wealth on July 5th, 2023

You may have heard investors say that a clear investment philosophy is essential to pursuing long-term financial success. And while investment strategy is important, it’s nothing more than a manifestation of an investment philosophy. Strategies can evolve as life changes, but philosophies are the core beliefs, principles, and practices that guide your decision-making.

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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.
 
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