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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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Top 10 Financial Terms

Submitted by Focus Wealth on August 17th, 2021

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans.

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Top 10 Financial Terms

Submitted by Focus Wealth on August 17th, 2021

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable, auto loans, and home equity loans.

  • Read more

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Focus Wealth on August 17th, 2021

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the United States that range from food banks and disaster relief centers to churches and cultural centers. And in 2018, Americans contributed over 4 billion dollars to charitable organizations. 

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

Submitted by Focus Wealth on August 17th, 2021

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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Benefits and Risks of Purchasing Investment Property

Submitted by Focus Wealth on April 7th, 2021

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.

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Should You Retire at the Same Time As Your Spouse?

Submitted by Focus Wealth on April 7th, 2021

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

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Medicare in 2021: Here’s What You Need to Know

Submitted by Focus Wealth on April 7th, 2021

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.

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How to Create a Financial Plan

Submitted by Focus Wealth on March 4th, 2021

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you may think.

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

Submitted by Focus Wealth on March 4th, 2021

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

Submitted by Focus Wealth on March 4th, 2021

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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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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