What is a Trust and Do You Need One?
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What is a Trust and Do You Need One?
A trust is a legal arrangement that allows you to effectively manage your assets and ensure that those assets are
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Tax Minimization Strategies for Executives With a Comp Plan
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Tax Minimization Strategies for Executives With a Comp Plan
For employees, the prospect of getting a stock option offer as part of their compensation package can be a milestone moment. They look forward to achieving this level in their careers for obvious financial reasons, but it also brings a sense of accomplishment and prestige.
From The Blog
Generational Wealth Series: Opening a Roth IRA Account for Minors Who Are Working
You have worked throughout your career to create a life that supports you and your family. For many investors nearing
What is a 529 plan and how do they work?
Education savings is often part of the financial plans we create. Whether clients are interested in pursuing a masters or
2021 First Quarter – 12 Month Recap
It has now been more than a year since the coronavirus pandemic began in earnest around the globe. Worldwide, economies
Understanding Medicare Coverage
Medicare is an often confusing, although necessary, element of retirement planning. Leveraging Medicare for health coverage can help to lower
Checklist for a Job Transition
No matter what type of job you’re considering, it’s wise to have a financial “checklist” in place before moving forward.
How a Diversified Portfolio Works
2021’s Gamestop phenomenon has showcased that there will always be a new investing trend that returns-chasers are on the lookout
2020 Annual Market Recap
As we begin the first quarter of 2021, we are relieved to be able to put 2020 away and in
Preserving Wealth Through a Dynamic Approach
At FPC, we believe that financial planning is not a one-and-done type of process. As a rule, it is not
Practicing Gratitude in Your Finances
Even during the unprecedented times we find ourselves in, we all have something to be grateful for. Studies have shown