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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

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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7 Year-End Tax Planning Tips and Strategies

November 26, 2025 | Jason Speciner
From adjusting your W-4 to harvesting investment losses, discover seven essential year-end strategies to ensure you aren't giving Uncle Sam an interest-free loan, and that you aren't surprised by your tax bill in April.
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Charitable Giving Strategies: from Tax-Advantaged Donations to Donor-Advised Funds

November 12, 2025 | Jason Speciner
Discover how to make your generosity a win-win for both your favorite charitable causes and your bottom line. Explore tax-efficient strategies from contribution bunching to donor-advised funds (DAFs) and beyond.
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Life Insurance

Back to Basics: Life Insurance

October 29, 2025 | Regina Neenan
Is life insurance right for you? Review the fundamental types of life insurance from affordable term policies to permanent options that build cash value. Plus, learn to determine how much coverage you need and two simple methods to calculate the right amount for your family's future.
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