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You’re serious about protecting and growing your wealth, and we’re serious about providing the guidance that helps you enjoy your success.

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 most people, the first time they have to think about taking Social Security benefits is when they apply for them

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 extremely low interest rates, consumers around the world are opening their wallets. Short-term growth in the global economies is tied

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 advisable to focus on any one element of your financial life at a time. This is because money touches pretty much every aspect of who

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 that gratitude can have a monumental, positive impact on your mental and physical health.  According to Harvard Medical School: “In positive psychology research, gratitude is

Evaluating Charitable Organizations for Donating

The holiday season creates an overwhelmingly positive sense of gratitude and an appreciation for all that we have. It’s natural to want to use a portion of what you have to positively impact the lives of others. Many people choose to donate during this time

How to Plan for Caring for Aging Parents

It’s no secret that life is capable of throwing financial curveballs. We’ve all been hit by a bill we didn’t expect or had to sell company stock at a disadvantaged tax position to cover a hefty tax bill. Most of these unexpected expenses directly impact

Should I Refinance My Mortgage?

Many people are asking whether or not now is a good time to refinance their mortgage – and with good reason! Locking in a mortgage at a lower interest rate can dramatically reduce the amount of money you pay over time. However, refinancing isn’t for

Digging Into ESPPs

Welcome to the final article in our stock option series! Over the past several weeks, we’ve been tackling the ins and outs of employee stock options. If you missed it, don’t forget to check out the first three articles in this series: How To Take