Creating an Income Stream in Retirement: Withdrawal Considerations, Taxes, and More
There’s more to a retirement plan than ensuring you’ve saved enough to stop working. Thinking about how to strategically withdraw
There’s more to a retirement plan than ensuring you’ve saved enough to stop working. Thinking about how to strategically withdraw
In the world of finance, legacy planning isn’t just about numbers; it’s about preserving a story. For our clients, navigating
Donor-advised funds (DAFs) have gained popularity as versatile charitable giving accounts. DAFs allow donors (account holders) to receive immediate tax
As we approach the end of the year, it’s the perfect time for some personal reflection. Reviewing your personal goals,
Losing a spouse is undoubtedly one of life’s most challenging transitions. As you navigate this journey’s emotional and personal aspects,
With heartfelt gratitude, we honor the memory of Blair McCarthy, the visionary founder and guiding spirit of FPC Investment Advisory,
As of October 1, 2023, the “pause” on federal student loan payments will end. The pause was enacted during COVID-19
Are you nearing retirement and want to better understand whether you are financially ready? It’s a crucial question, especially if
When navigating widowhood, thinking about your future financial well-being may be stressful. Even if you feel confident with the funds
Widows have unique challenges and opportunities as they move towards and through retirement. Retirement is a difficult transition to navigate
Are you in the market for a second home? In recent years, we’ve seen an uptick in retirees who want