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Blog

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7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

May 7, 2025
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each...
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Planning for the Future: Essential Steps to Preserve Your Retirement

Apr 16, 2025
Categories
Retirement
Savings
Is your retirement savings on track? If you’re like most people, you may feel it’s not. In fact, concerns about running...
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A mountain range

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Mar 12, 2025
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain...
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A woman standing and smiling in a busy office building.

5 Damaging Myths About Money Talks & the Facts Behind Them

Feb 12, 2025
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many...
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A grove of orange trees.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Jan 31, 2025
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel...
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How to Reprogram & Improve Your Money Mindset

Jan 14, 2025
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s...
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7 Milestones At Age 50 & Above

Jan 3, 2025
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s...
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Woman writing in a paper planner with a pen

Retirement Calculator: Are You On Track to Reach Your Goals?

Nov 8, 2024
Categories
Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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A trail in a forest splitting into two divergent paths.

How to Beat Investing FOMO: The Power of Patient Wealth Building

Oct 2, 2024
Categories
Investments
Finance
Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame...
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Digital art of a lawyer standing next to a large document and gavel.

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Jul 31, 2024
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and...
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Image of a sailboat sailing on a lake, with cloudy weather above.

Mastering Stormy Waters: Smart Strategies for Healthcare Costs in Retirement

Jul 10, 2024
Categories
Finance
Lifestyle
Retirement
Health
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years...
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Digital art image of a group of shadowy figures with TVs for heads displaying a hypnotic pattern.

Top 4 Social Media Money Scams & How to Spot Them

Jun 19, 2024
Categories
Investments
Finance
Lifestyle
Privacy
Savings
Believe it or not social media scams have been picking more pockets than any other scam today––including phone call and...
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Contact

Brandon Office

E | info@fwsadvisor.com
P | 813-305-0411
F | 877-754-9597

Bradenton Office

E | info@fwsadvisor.com
P | 941-776-0589
F | 877-754-9597

 

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Focus Wealth Strategies, LLC

Brandon Office

3419 Brook Crossing Drive
Brandon, FL 33511

 

Bradenton Office

1812 Manatee Avenue W
Bradenton, FL 34205

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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IN, KY, MI, MN, MS, NC, NH, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI

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