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An Archive of Insights

FPFoCo began as a blog. Deepening the roots of our humble beginnings, we continue to share these insights to educate and empower you toward greater financial clarity and freedom.

An Archive of Insights

FPFoCo began as a blog. Deepening the roots of our humble beginnings, we continue to share these insights to educate and empower you toward greater financial clarity and freedom.

Join the FPFoCo mailing list to have our financial insights delivered right to your email inbox.

The Latest Insights and Observations

Charitable Giving Strategies: from Tax-Advantaged Donations to Donor-Advised Funds

November 12, 2025 | Jason Speciner
Discover how to make your generosity a win-win for both your favorite charitable causes and your bottom line. Explore tax-efficient strategies from contribution bunching to donor-advised funds (DAFs) and beyond.
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Life Insurance

Back to Basics: Life Insurance

October 29, 2025 | Regina Neenan
Is life insurance right for you? Review the fundamental types of life insurance from affordable term policies to permanent options that build cash value. Plus, learn to determine how much coverage you need and two simple methods to calculate the right amount for your family's future.
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Health Insurance

Back to Basics: Health Insurance

October 15, 2025 | Regina Neenan
Learn how to choose the right health insurance for your budget and needs, whether it's an employer-based or individual plan. Consider your health, financial priorities, and options like HSAs and FSAs to make the right choice for you and to help secure your financial well-being.
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Back to Basics: Your Estate Planning Documents

October 1, 2025 | FPFoCo Team
Thinking a will is your entire estate plan? Think again. We’re going back to basics to show you why a complete estate plan is about so much more, covering the key documents and designations that protect your assets and your loved ones.
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Social Security

Back to Basics: Social Security

September 17, 2025 | Jason Speciner
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn what you should consider on your path to retirement and how your decisions could impact your benefits.
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Monarch Money: How to Use FPFoCo’s Cash-Flow Planning Tool

September 3, 2025 | Regina Neenan
Follow a step-by-step guide to setting up your Monarch Money account, linking your financial accounts, and using the platform to handle your cash flow. Whether you want to simply track your spending or create a full-blown budget, you'll learn how to use Monarch to see your finances clearly and make smarter financial decisions.
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