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An Archive of Insights

FPFoCo began as a blog. Deepening the roots of our humble beginnings, we continue to share these insights to educate and empower you toward greater financial clarity and freedom.

An Archive of Insights

FPFoCo began as a blog. Deepening the roots of our humble beginnings, we continue to share these insights to educate and empower you toward greater financial clarity and freedom.

Join the FPFoCo mailing list to have our financial insights delivered right to your email inbox.

The Latest Insights and Observations

Keeping Your Cash Flow In Check Amidst Inflation and Avoiding Lifestyle Creep

February 19, 2026 | Regina Neenan
As your income grows, it's easy for your spending to follow suit, often without you even realizing it. Lifestyle creep can quietly erode your long-term savings goals if you don’t manage it well. Learn what lifestyle inflation actually looks like and how to use your cash-flow plan to keep your financial future on track.
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Your Early Year Budget ‘Reset’ for Cash-Flow Planning Success

February 5, 2026 | Regina Neenan
Small shifts, like re-ordering your budget categories or separating "set" vs. "flexible" expenses, can be the difference between a budget you ignore and a plan you stick to. Check out our latest post for a step-by-step guide on improving your cash flow and setting realistic goals for 2026.
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Saving for Retirement: Set Yourself Up for Success This Year

January 21, 2026 | Jason Speciner
New year, new limits, and new investment opportunities. Whether you’re just starting your journey or you’ve already maxed out your 401(k), knowing where your next dollar should go is the key to a successful retirement.
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Is It Time for Your Financial Plan Refresh?

January 7, 2026 | Regina Neenan
Happy New Year! Lots of new clients are coming our way this time of year — and plenty of current clients are due for a financial plan refresh. We offer three windows in January, May, and September to dive deep into your financial goals. While January is great for catching new tax law changes, May and September can offer better "hard data" once tax season is behind you. Find out which refresh cycle aligns with your 2026 outlook.
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FPFoCo’s 2025 Year in Review: A Year of Steady Progress and Meaningful Moments

December 23, 2025 | Christin Hutchcraft
2025 was a year of steady progress and meaningful connection for the FPFoCo team. Read the highlights of how we showed up for our clients, expanded our education, and gave back to our community.
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Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

December 10, 2025 | Jason Speciner
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
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