Blog
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
Navigating Retirement as a Widow: Working with a Financial Advisor in Your Next Chapter
Widows have unique challenges and opportunities as they move towards and through retirement. Retirement is a difficult transition to navigate under the best of circumstances. When you add the emotional
What To Consider When Buying a Second Home
Are you in the market for a second home? In recent years, we’ve seen an uptick in retirees who want to buy a second home to be near their out-of-state
Keeping a Level Head in Finance and Investing
If the stock market has taught us anything the past few years, it’s that the unexpected will inevitably come to fruition. With dramatic highs and lows throughout COVID, and sweeping
The Importance of Term Life Insurance Outside Your Employer
If you have term life insurance through your employer, that can be a great asset to you. However, it is worth considering that life insurance outside of your employer is