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March 2024

Ethical Estate Planning: Writing Your Letter of Wishes

March 20, 2024 | Regina Neenan
What is a letter of wishes, and how does it fit into your estate plan? Learn more about this document that allows you to intentionally express your values, motivations, and hopes to heirs and loved ones in your own words.
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Announcing FPF<span class="ct-small-caps">o</span>C<span class="ct-small-caps">o</span>’<span class="ct-small-caps">s</span> New Custodial Relationship with Fidelity

March 6, 2024 | FPFoCo Team
We’re excited to announce our new custodial relationship with Fidelity Investments! Learn how you can consolidate accounts for simplified investment management and optimized financial planning.
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