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Financial Planning

health insurance

Announcing Our Latest Webinar, and It’s All About Health Insurance!

April 6, 2022 | Regina Neenan
Health is wealth and knowledge is power! Are you about to make a job, life, or family change? Have health insurance questions or just want to make sure you're on the right health insurance plan? Don't miss our health insurance webinar with Christine Simone of Caribou!
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Making Beautiful Financial Music Planning Your Financial Year

Making Beautiful Financial Music: Planning Your Financial Year

February 23, 2022 | FPFoCo Team
What do you have planned for 2022? We have a calendar just for you, filled with your meetings and benefits! From your annual financial plan review to investment, estate, cash-flow planning, and more, learn about your annual client experience right here.
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inflation

How You Can Handle Increasing Inflation

December 22, 2021 | Regina Neenan
Inflation. Whether you've seen it in the grocery store, at the gas pump, or elsewhere, it's been getting tougher to miss. Learn what The Federal Reserve is doing to combat rising prices, and how you can navigate inflationary pressures in your own financial life.
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Golden

The ‘Golden’ Key to Financial Independence

November 24, 2021 | Regina Neenan
What's the "golden" key to financial independence? What "future you" will do, of course! Complete with references to TV show The Golden Girls, learn how to envision and plan for FI — then let you do you!
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Simplify Your Financial Life Administration

Simplify Your Financial Life Administration

November 3, 2021 | FPFoCo Team
Financial life administration can be a thankless job. Learn how you can get your to-dos organized — and treat yourself as you accomplish them. Plus, grab a copy of our Financial Life Administration Checklist to simplify the entire process!
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Getting Your Financial House In Order

Getting Your Financial House In Order

October 13, 2021 | FPFoCo Team
Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay — organized! Here's where you can begin as you gather your documents, create an intentionally designed account strategy, and gain some peace of mind.
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pitfall

Avoid These 5 Financial Planning Pitfalls

September 29, 2021 | Regina Neenan
Watch out! With so much financial planning advice telling you what you should do, what about the things you might want to avoid? Let me point out five potential pitfalls — and point you in the right direction.
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savings creep

5 Reasons Why You’re Going to Love Savings Creep

August 11, 2021 | Regina Neenan
Who doesn’t love having a little extra savings stashed away? Sure, it can increase a little too much from time to time. But what about when it sneaks up on you? Learn five reasons why we love savings creep — and how to let it creep up on you. We think you'll love it, too!
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Homeownership

Back to Basics: So You Want to Buy a Home …

July 28, 2021 | Jason Speciner
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment.
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