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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.

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The Latest Insights and Observations

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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How to Pick a Financial Advisor: 6 Questions You Should Ask

April 29, 2026 | Jason Speciner
Thinking about hiring a financial advisor, or already working with one? Here are 6 essential questions every client should ask, from fiduciary status to fee structures to investment philosophy. A few minutes of due diligence now can make a huge difference in your financial future.
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Digital Safe Deposit Box

What Should You Keep in Your Digital Safe Deposit Box?

April 15, 2026 | Jason Speciner
Your will, your banking info, your insurance cards, your family recipes — a digital safe deposit box is a secure home for all of it. More importantly, it's how you make sure the right people can find what they need, when they need it. Review our important document checklist.
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Back to Basics: Your Estate Planning Document Checklist

April 1, 2026 | FPFoCo Team
Thinking a will is your entire estate plan? Think again. We’re going back to basics to show you why a complete estate plan is about so much more, covering the key documents and designations that protect your assets and your loved ones.
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From the IRS: 12 of the Dirtiest Tax Scams & Schemes to Avoid

March 18, 2026 | Jason Speciner
Scammers are continually finding new and creative ways to pull tax scams. From AI voice impersonations and phishing texts to bad tax advice on social media, the IRS’s annual "Dirty Dozen" list highlights the top scams and schemes to avoid. Learn how to spot and stop tax scams and protect your identity.
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Tax Forms

Tax Prep Checklist: What Tax Forms Should I Expect?

March 4, 2026 | Jason Speciner
Tax season means an inbox and mailbox full of forms. Knowing which ones to expect can make all the difference between smooth filing and a last-minute scramble. In this post, we break down the most common tax documents by life situation so you can build a complete tax prep checklist and know exactly when you're ready to file.
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