The FPC Blog
Market Updates & Actions we are Taking
In response to higher inflation and expected rate hikes by the Fed (to offset the increased levels of inflation), markets have been moving down recently.
2021 Fourth Quarter/2021 Annual – 12 Month Recap
As we ended 2021, the world economies started to look past the pandemic. Today, the world is confronted with massive inflation, supply chain chaos, and
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 transferred to your intended beneficiaries
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.
2021 Third Quarter – 12 Month Recap
As we entered the 3rd quarter of 2021, the pandemic was widely expected to be behind us. Unfortunately, there was an unexpected resurgence in the
How to “Tidy Up” Cash Flow When You Don’t Need to Budget
When people think of “budgeting” they don’t typically think of something enjoyable or worthwhile. Many high earners don’t budget at all – and with good
Open Enrollment Primer
Many employers have an open enrollment season that runs through the fall of each year. Some start as early as September, while others kick off
When is the Best Time to Claim Social Security?
Social Security is a supplemental income program funded through a dedicated payroll tax. It’s intended to support citizens through disability, retirement, and survivor benefits. For
2021 Second Quarter – 12 Month Recap
The economies of the world have come roaring back as the world slowly emerges from the pandemic lockdowns. With increasing vaccinations, massive fiscal stimulus, and
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 retirement, their next goal is
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 doctoral degree, or they want
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 were shut down as businesses