Skip to content

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

Looking Back: What Can Last Year’s Tax Return Tell You About This Tax Year?

June 10, 2026 | Jason Speciner
Filed your taxes back in April and haven't thought about them since? Mid-year is actually the smartest time to revisit them. Looking back at last year's return reveals income shifts, new tax-law changes, and planning opportunities when you still have months to act on them. Here's how a mid-year look-back can set you up for a smoother, lower-stress tax year.
Read More

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

May 27, 2026 | Regina Neenan
Insurance is everywhere, but which policies do you actually need? From health and disability to life and long-term care, here's our priority-ranked breakdown of the insurance coverage that belongs in every financial plan.
Read More

Back to Basics: What Is Property and Casualty Insurance?

May 13, 2026 | Regina Neenan
Most of us have it; few fully understand it. Property and casualty insurance covers your home, car, and personal liability. But do you know if you have the right coverage? Here's what P&C actually is, why it matters, when you might not need it, and what to check in your annual insurance review.
Read More

How to Pick a Financial Advisor: 6 Questions You Should Ask

April 29, 2026 | Jason Speciner
Thinking about hiring a financial advisor, or already working with one? Here are 6 essential questions every client should ask, from fiduciary status to fee structures to investment philosophy. A few minutes of due diligence now can make a huge difference in your financial future.
Read More
Digital Safe Deposit Box

What Should You Keep in Your Digital Safe Deposit Box?

April 15, 2026 | Jason Speciner
Your will, your banking info, your insurance cards, your family recipes — a digital safe deposit box is a secure home for all of it. More importantly, it's how you make sure the right people can find what they need, when they need it. Review our important document checklist.
Read More

Back to Basics: Your Estate Planning Document Checklist

April 1, 2026 | 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.
Read More
LOAD MORE

Browse By Category

×

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.