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Financial Planning

happy hour

FPFoCos Got a New Look: Join Us for a Happy Hour to Celebrate!

Join us for an FPFoCo happy hour and get a sneak peek at our new branding! We're refreshing our look and can't wait to share it with you. To celebrate,
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Homebuying

Critical Money Moment: Homebuying

Are you better off buying a home or renting your residence? Check out this helpful tool as part of your decision-making. Plus, learn about important homebuying considerations, how much home
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Announcing FPFoCos New Custodial Relationship with Fidelity

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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Welcoming Our New Financial Planning Specialist, Riley!

Our team is growing! We’re thrilled to announce our latest hire and welcome Financial Planning Specialist Riley Thoubboron, CFP®, to FPFoCo! Learn more about Riley and the crucial role he
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Happy New Year from FPFoCo! Our Year in Review

Happy (almost) new year! As 2023 winds down, look back with us as we celebrate our collective accomplishments — and see our year in numbers!
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Greetings from Atlanta: We’re at XYPN LIVE!

Your Financial Planning Fort Collins team is in Georgia at XYPN LIVE this week, learning how to improve what we do for you. We look forward to returning to bringing
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TD Ameritrade Now Part of Charles Schwab: Your Post-Transition To-Dos

The long-anticipated merger between TD Ameritrade and Charles Schwab is finally complete. Learn more about new features and other important details from tax documents to your account login.
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Childfree Financial Planning: Going from the SINK to DINK — or DINK to SINK — Lifestyle

Explore the practical financial considerations for individuals transitioning from single-income no-kids (SINK) to dual-income no-kids (DINK) lifestyles, and vice versa. Get guidance on the financial considerations that should be top
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TD Ameritrade Transitions to Charles Schwab: How You Can Prepare

Learn about the upcoming merger between Charles Schwab and TD Ameritrade, its impact on your accounts, and how to prepare for the transition process. Plus, find key transition dates and
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