Making Beautiful Financial Music: Planning Your Financial Year
What do you have planned for 2022? We have a calendar just for you, filled with your meetings and benefits! From your annual financial plan review to investment, estate, cash-flow
FPFoCo Team
Who Says Money Isn’t Romantic?
This Valentine's Day, we invite you to bring a little romance to your finances! Find tools you can use to connect and communicate with as well as deepen your commitment
How to Handle Market Downturns: Horror Show or Part of the Journey?
Market volatility can be scary. Learn how you can handle the ups and downs — and how contributing during market downturns can allow you to invest at a discount.
Simplify Your Financial Life Administration
Financial life administration can be a thankless job. Learn how you can get your to-dos organized — and treat yourself as you accomplish them. Plus, grab a copy of our Financial
Getting Your Financial House In Order
Are scattered financial accounts here, there, and everywhere making your tax-time document-gathering a chore? It could be a sign that now is the perfect time to get — and then stay
How to Give Better: Community Foundations, Private Foundations, and Donor-Advised Funds
Benefit the causes you care about — while also avoiding preventable taxes. Learn some simple strategies and vehicles that can make your philanthropic donations go further!
5 Money Lessons I Learned from Disney
Be generous with your assets and also proud of your money. Learn the stories behind these and three more Disney-inspired money lessons.
All About ESPPs
Does your employer offer an employee stock purchase plan (ESPP)? From the ESPP basics to tax implications, learn about this benefit that allows you to buy your company's stock at
ESG Investing: Invest in the World You Want to See
What's ESG investing? Learn about environmental, social, and governance factors — aka socially responsible investing — as well as their impacts and how you can get started.