What to Do When You Become a Trustee
You just became a trustee. Now what? From understanding the trust and acting as a fiduciary for its beneficiaries to taking inventory of and handling trust assets, learn the ins
FPFoCo Team
3 Tips for Financially Preparing for a Child
Getting ready to add to your family? Oh, baby! Don't miss these three tips to help you financially prepare for your child.
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
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.
Free Preview: Our Full ‘Sudden Money and Windfalls’ Module
A sum of money suddenly landed in your lap. What do you do with it? Get complimentary access to our "Sudden Money and Windfalls" e-learning module, of course! In the
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!