NewFocus Financial Group: Your Future. In View.

Recent Blog Posts


Watch Out for the AMT: Triggers and Strategies to Limit Your Exposure

January 9, 2017

The tax is increasingly affecting middle- and upper-middle-income families.


Funding Your Grandchild’s College Education Strategically

October 14, 2016

Grandparents can contribute to the rising costs of college education without impacting the student’s eligibility for financial aid.

health savings

Have a Health Savings Account? Nearing 65? The Five Things You Need to Know Before Medicare

September 15, 2016

Medicare will force changes in your HSA contributions and eligibility.

About NewFocus

NewFocus Financial Group is an independent, Registered Investment Advisory firm serving clients in Northern California and the Pacific Northwest with offices in the San Francisco Bay Area and Vancouver, Washington. Our firm provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans.
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