FPFoCo Your Full-Time Fiduciary®. A registered investment advisor. Posts ≠ advice.

Have you heard? We release a new episode of our podcast, Money & Taxes from Bb to XYZ, every other week! Our latest epis...
06/15/2026

Have you heard? We release a new episode of our podcast, Money & Taxes from Bb to XYZ, every other week! Our latest episode, “What Can Your 2025 Taxes Tell You About Your 2026 Tax Year?” is available now! https://fpfo.co/4ozIwuq

Filed your   back in April and haven't thought about them since? Mid-year is a great time to revisit them when you still...
06/12/2026

Filed your back in April and haven't thought about them since? Mid-year is a great time to revisit them when you still have months ahead to make tax-savvy moves. opportunities you can look for now: https://fpfo.co/4e38u5N

  is everywhere, but which policies do you actually need? From   and   to   and long-term care insurance, here's our pri...
05/29/2026

is everywhere, but which policies do you actually need? From and to and long-term care insurance, here's our priority-ranked breakdown of coverage: https://fpfo.co/4o2Bhe3

As we remember and honor those who served and sacrificed, our office is closed for  . Wishing you and yours a safe and m...
05/25/2026

As we remember and honor those who served and sacrificed, our office is closed for . Wishing you and yours a safe and meaningful holiday!

🎧 New episode alert! "Property, Sure, But What in the Heck is Casualty?" just dropped on the Money & Taxes from Bb to XY...
05/20/2026

🎧 New episode alert! "Property, Sure, But What in the Heck is Casualty?" just dropped on the Money & Taxes from Bb to XYZ podcast. Tune in for smart ways to stay in the know year-round: https://fpfo.co/3RLnQmy

It’s   month here at  , and May is a great time for a   policy review! Make sure you are covered for extreme weather and...
05/20/2026

It’s month here at , and May is a great time for a policy review! Make sure you are covered for extreme weather and more:

El Niño is expected to begin in summer 2026, bringing heavier rain and storm surges. Prepare your home for extreme weather.

Most of us have it; few fully understand it. Property and casualty insurance covers your home, car, and personal liabili...
05/19/2026

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: https://fpfo.co/4uvf377

🎤 Just dropped: A new episode of Money & Taxes from Bb to XYZ! Listen in to learn “What To Ask Your Financial Planner” h...
05/05/2026

🎤 Just dropped: A new episode of Money & Taxes from Bb to XYZ! Listen in to learn “What To Ask Your Financial Planner” https://fpfo.co/4dmSiMf

Thinking about hiring a financial advisor, or already working with one? Here are 6 essential questions every client shou...
05/04/2026

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 structure and investment philosophy. A few minutes of due diligence now can make a huge difference in your financial future: https://fpfo.co/3PaRQHJ

Have you heard? We release a new episode of our podcast, Money & Taxes from Bb to XYZ, every other week! Our latest epis...
04/23/2026

Have you heard? We release a new episode of our podcast, Money & Taxes from Bb to XYZ, every other week! Our latest episode, “Your Digital Safe Deposit Box” is available now! https://fpfo.co/4tqrPTD

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