Financial Focus, LLC
70 South Orange Ave.
Suite 245
Livingston, NJ 07039
Voice: (973) 533-0666
Fax: (973) 533-6460


Financial Life Planning, Financial Services, Life Transitions, Retirement, 401K, College Planning, Wealth Management, Estate Planning, Investments, Risk Management, Saving, Succession, Asset Distribution Planning, Small business Planning, Focus, Financial Future, Loring Ward, DImensional Fund Advisors, Michael F. Kay, CFP
Financial Life Planning, Financial Services, Life Transitions, Retirement, 401K, College Planning, Wealth Management, Estate Planning, Investments, Risk Management, Saving, Succession, Asset Distribution Planning, Small business Planning, Focus, Financial Future, Loring Ward, DImensional Fund Advisors, Michael F. Kay, CFP

At Financial Focus, we realize

Retirement Planning
the importance of working with clients who are well-informed and Financially "literate."

Following are some useful planning tools and resources. We look forward to working with you to create your preferred Financial future!

 LINKS

After careful and lengthy analysis. we have selected Loring Ward Advisor Services to provide our clients with integrated wealth management solutions. Loring Ward is a leader in asset management services and is a diversified, full-service organization.

Dimensional Fund Advisors applies academic research to the practical world of investing. Its objective is to help clients structure globally diversified portfolios and to add value through engineering and trading.

The Financial Planning Association is the membership organization for the Financial planning community. Both Michael F. Kay and Metro J. Duda are members as well as Certified Financial Planners (CFP(TM)).

The Social Security Administration website contains a great deal of information regarding your Social Security benefits.

Don't be scared of the Internal Revenue Service (IRS). They are here to help you by fulfilling their mission: To provide America's taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.

AdvisorTeam is the official online provider of the Temperament Sorter II(TM) and related products and services for organizational, career and personal development.

    BOOK SHELF 

    At Financial Focus, we believe that sensible money management and successful Financial planning begins with self-education and Financial "literacy."

    Here are some book titles, selected by Financial Focus President Michael Kay, that can help you begin the journey on the road to your preferred Financial future.

    Basic Financial Information:
    1. Guide to Understanding Personal Finance (The Wall Street Journal: Morris/Siegel)
    2. Why Smart People Make Big Money Mistakes (Belsky/Gilovich)

    Investing:
    1. The Prudent Investors Guide (John Bowen)
    2. A Random Walk Down Wall Street (Burton Malkiel)
    3. Take on the Street (Arthur Levitt)
    4. Winning the Loser's Game (Charles D. Ellis)

    Retirement:
    1. The Number (Lee Eisenberg)
    2. Don't Retire, Rewire! (Jeri Sedlar, Rick Miners)
    3. The New Retirementality (Mitch Anthony)
    4. How to Retire Happy, Wild and Free (Zelinkski)

    Other:
    1. Nudge (Richard H. Thaler and Cass R. Sunstein)
    2. The Ultimate Gift (Jim Stovall)

    3.The Seven Habits of Highly Effective People (Stephen Covey)
    4. The Eighth Habit (Covey)
    5. Debt-Proof Living (Hunt)
    6. Authentic Happiness, (Martin E.P. Seligman)
    7. Becoming Real, (David Irvine)
    8. Man's Search for Meaning, (Viktor E. Frankl)
    9. Fooled by Randomness, (Nassim Nicholas Taleb)
    10. What Money Really Means, (Thomas Kostigen)
    11. Beyond Greed and Fear (Behavioral Finance), Hersh Shifrin
    12. Conscious Finance, (Rick Kahler)

     

    NEWSLETTERS


    Wealth Management, Estate Planning, Investments, Risk Management, Saving, Succession, Asset Distribution Planning, Small business Planning, Focus, Financial Future, Loring Ward, DImensional Fund Advisors, Michael F. Kay, CFPIssue 1: 2010

     

    Wealth Management, Estate Planning, Investments, Risk Management, Saving, Succession, Asset Distribution Planning, Small business Planning, Focus, Financial Future, Loring Ward, DImensional Fund Advisors, Michael F. Kay, CFPIssue 3: 2009

    Wealth Management, Estate Planning, Investments, Risk Management, Saving, Succession, Asset Distribution Planning, Small business Planning, Focus, Financial Future, Loring Ward, DImensional Fund Advisors, Michael F. Kay, CFPIssue 2: 2009

    Wealth Management, Estate Planning, Investments, Risk Management, Saving, Succession, Asset Distribution Planning, Small business Planning, Focus, Financial Future, Loring Ward, DImensional Fund Advisors, Michael F. Kay, CFPIssue 1: 2009