Blog
Economic & Market Commentary Q1 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the sustainability of last year’s market rally. Only
California’s High Earners: Facing a Significant SDI Tax Increase: What You Need to Know
California’s implementation of SB951, removing the cap on State Disability Insurance (SDI), marks a significant shift in tax obligations for high-income earners. This legislative change is twofold: not only has
The Horizon Beyond the Runway: Navigating Success in Investing and Beyond
In the nuanced world of aviation, pilots are taught a lesson of paramount importance as they approach the runway: the instinct to focus on the stretch of tarmac directly in
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 from that savings is just as important as focusing on
Legacy Planning 101: Ensuring Your Spouse’s Wishes Live On
In the world of finance, legacy planning isn’t just about numbers; it’s about preserving a story. For our clients, navigating the estate planning maze with their family values in mind
What Is a DAF, and Should I Open One for Charitable Giving?
Donor-advised funds (DAFs) have gained popularity as versatile charitable giving accounts. DAFs allow donors (account holders) to receive immediate tax deductions while strategically directing payments to charitable organizations over time.
Resetting Your Financial Goals & Values At The End Of The Year
As we approach the end of the year, it’s the perfect time for some personal reflection. Reviewing your personal goals, celebrating achievements, and realigning your values with your finances can
Financial Planning for Widows: Planning Your Next Chapter
Losing a spouse is undoubtedly one of life’s most challenging transitions. As you navigate this journey’s emotional and personal aspects, addressing the financial considerations that come with such a significant
Honoring Blair McCarthy
With heartfelt gratitude, we honor the memory of Blair McCarthy, the visionary founder and guiding spirit of FPC Investment Advisory, Inc. His indelible impact on the world of wealth management,
Student Loan Payments are Restarting This Month: Here’s What You Need to Know
As of October 1, 2023, the “pause” on federal student loan payments will end. The pause was enacted during COVID-19 in 2020 and has been in place for nearly 3
Can I Retire Early?
Are you nearing retirement and want to better understand whether you are financially ready? It’s a crucial question, especially if you want to retire earlier than the “standard” full retirement
Financial Planning for Widows: Maximizing Pension and Social Security Benefits
When navigating widowhood, thinking about your future financial well-being may be stressful. Even if you feel confident with the funds you currently have, or were left to you when your