New Name? Don’t Forget Your Financial Identity!
What's your legal name — and how can you update it if you've legally changed it? Learn the answers and why name consistency matters in your financial life. Plus, check out
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.
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The Latest Insights and Observations
Happy Halloween! 3 Personal Finance Horror Stories
In honor of Halloween: three quick financial horror stories from Regina's life, showing you that even financial planners make mistakes. If they can recover from them, you can overcome missteps,
‘Free’ Financial Advice Can Cost You the Most!
Free financial advice may sound good on the surface. But some “free” plans are built to guide you toward purchasing an investment or insurance product that might not serve your
NSO, ISO, RSU, ESPP, and ESOP: Making Sense of Equity Compensation Alphabet Soup
Does your equity compensation package seem more like alphabet soup than an employee benefit? Learn what the acronyms in your equity comp package mean — and the basics of what this
Navigating the Financial Impacts of Losing a Loved One
Losing a loved one is never easy, but knowing what to do next can help. Explore guidance on navigating the financial aspects of loss and preparing for your own mortality,
Check Out FPFoCo’s New Website!
Welcome to our new website! As you get acquainted with our new online home, let us be your guide on the grand tour, from your client portal to our all-new