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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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  3. February 2022

February 2022

How to Create a Financial Plan

Submitted by Focus Wealth on February 10th, 2022

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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Charitable Giving: How Your Gift Gives Back in Tax Deductions

Submitted by Focus Wealth on February 10th, 2022

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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Should You Retire at the Same Time As Your Spouse?

Submitted by Focus Wealth on February 10th, 2022

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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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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