Skip to content

Basics & Beyond

Beyond the Basics: End-of-Year Charitable Giving

Beyond the Basics: End-of-Year Charitable Giving

December 13, 2023 | Jason Speciner
In the midst of the holiday season and with a new year right around the corner, have you been thinking about charitable giving? See how you can make your giving go further and decrease your taxes while making an impact on the causes most important to you.
Read More
What Types of Insurance Should I Have?

Back to Basics: What Types of Insurance Should I Have?

November 1, 2023 | Regina Neenan
With so many types of insurance available, it can be difficult to know which are most important for you. Learn why you should have each of these five coverages — and when it's okay to go without a certain insurance policy type (even if it's one you've had for years).
Read More

Beyond the Basics: Probate and Non-Probate in Your Estate

February 8, 2023 | FPFoCo Team
What happens when you die? To your stuff, that is! Learn about the probate process and how you can structure your estate.
Read More
Roth Conversion: 3 Steps

Beyond the Basics: Deciding Whether or Not to Do a Roth Conversion — A 3-Step Method

November 30, 2022 | Jason Speciner
Roth conversions can be great tax-planning opportunities. But is one right for you? And should you do it this year? Follow these three steps to find out!
Read More
Beyond the Basics Flexible Spending Accounts (FSAs)

Beyond the [Employee Benefits] Basics: Flexible Spending Accounts (FSA<span class="ct-small-caps">s</span>)

November 16, 2022 | Regina Neenan
Is an FSA one of your employee benefits options? Get the details on medical FSAs and dependent care FSAs — and how much to contribute.
Read More
insurance

Beyond the Basics: Quoting and Comparing Home and Auto Insurance

June 1, 2022 | Regina Neenan
Are you getting the best possible price on your property and casualty insurance? And are your homeowners and auto coverage levels right for you? Here's how to right-size your current coverage and compare quotes like a pro!
Read More
Employer Benefits

Back to Basics: Employee Benefits

October 27, 2021 | Jason Speciner
From health to retirement as well as disability and life insurance, employee benefit offerings can be robust. How can you choose the best options for you? Let’s go back to basics on employee benefits.
Read More
Financial Independence

Back to Basics: Financial Independence

September 8, 2021 | Regina Neenan
Have you ever thought of retiring early? What about becoming less reliant on working for a living? Read on to learn more about financial independence, from how you can get started to its perks and some areas to carefully consider before making the leap.
Read More
Homeownership

Back to Basics: So You Want to Buy a Home …

July 28, 2021 | Jason Speciner
There are many reasons for wanting to dive into homeownership. Whether it’s your first home or a dream vacation getaway, let me show you the basic steps that can help you save in the long run and protect your investment.
Read More
LOAD 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.