Skip links

Tag: main

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

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 to help fund the college education of their kids and grandkids, navigating how to efficiently save for continuing education costs while maximizing tax savings can

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 were closed to prevent the further spread of the virus. Since then, the world has showed a remarkable resurgence in growth, reflecting the global perception

Understanding Medicare Coverage

Medicare is an often confusing, although necessary, element of retirement planning. Leveraging Medicare for health coverage can help to lower your health insurance and medical expenses, while also providing varying levels of coverage throughout your retirement. However, it’s important to understand how Medicare works, and how it will impact you

How a Diversified Portfolio Works

2021’s Gamestop phenomenon has showcased that there will always be a new investing trend that returns-chasers are on the lookout for. Recently, we’ve seen a number of unique investments have their moment in the spotlight. However, it’s also clear that, regardless of how popular these investment tactics may be, they’re

2020 Annual Market Recap

As we begin the first quarter of 2021, we are relieved to be able to put 2020 away and in the history books. Last year was one of the more challenging years we’ve experienced, both economically and marketwise, for everyone. The year began normally enough, but was rapidly impacted by

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 we are and what we

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 strongly and consistently associated with

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 of the year. In fact,