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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

Saving for Your Goals: What’s Your Investing ‘Why’?

July 22, 2026 | Jason Speciner
We don't save and invest just to save and invest — we do it to buy the time to live the way we want. Here's how matching your short, medium, and long-term goals to your investing "why" makes every decision clearer.
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Understanding Your Risk Tolerance & How It Relates to Your Investments

July 8, 2026 | Jason Speciner
Stock market volatility is back, but hasn't it always been here? The good news: You're likely already prepared for the ups and downs. Here's what your risk tolerance really means and how it shapes an investment portfolio built around your goals, time horizon, and comfort with risk.
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Looking Ahead: What Tax Planning Changes Can You Make Now?

June 24, 2026 | Jason Speciner
With tax season in the rearview, now's the time to act on what it taught you. Adjusting your withholding, funding your HSA, timing a Roth conversion, claiming rental depreciation, and more - review the proactive moves that optimize your taxes while you still have some runway.
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Looking Back: What Can Last Year’s Tax Return Tell You About This Tax Year?

June 10, 2026 | Jason Speciner
Filed your taxes back in April and haven't thought about them since? Mid-year is actually the smartest time to revisit them. Looking back at last year's return reveals income shifts, new tax-law changes, and planning opportunities when you still have months to act on them. Here's how a mid-year look-back can set you up for a smoother, lower-stress tax year.
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Back to Basics: What Types of Insurance Coverage Should I Have?

May 27, 2026 | Regina Neenan
Insurance is everywhere, but which policies do you actually need? From health and disability to life and long-term care, here's our priority-ranked breakdown of the insurance coverage that belongs in every financial plan.
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Back to Basics: What Is Property and Casualty Insurance?

May 13, 2026 | Regina Neenan
Most of us have it; few fully understand it. Property and casualty insurance covers your home, car, and personal liability. But do you know if you have the right coverage? Here's what P&C actually is, why it matters, when you might not need it, and what to check in your annual insurance review.
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