Skip to content

July 2020

Diversify

Diversify Your Investments: Are You On a Thrill Ride or Base Jumping?

July 29, 2020 | FPFoCo Team
When it comes to your investments, are you an adrenaline junkie or do you prefer a gentler thrill ride? Learn the difference — and how diversifying your investments could reduce volatility in your portfolio, helping you avoid some of the biggest market ups and downs.
Read More
Align Your Money with Your Values

Align Your Money With Your Values: Put Your Money Where Your Mouth Is

July 8, 2020 | FPFoCo Team
Do you put your money where your mouth is? Learn how you can create S.M.A.R.T. goals to help you position your money in a way that reflects both your current and aspirational values. Plus, you'll find examples and a handy worksheet you can use to develop your goals and put them into action, creating new habits along the way.
Read More
Windfall

I Just Received a $#!+ Ton of Money … Now What?

July 1, 2020 | Jason Speciner
From buying the home or car of your dreams to never working a single day ever again, what would you do if you received a large sum of money? Whether it's from an inheritance, settlement, winnings, or something else entirely, you can use these steps to avoid a horror story and make the most of your windfall.
Read More
×

Let's Get Started

If you're interested in learning more about working with us, use the calendar below to schedule a complimentary 30-minute intro call.