Financial Concepts Retirement Planning

10/01/2026

Last week, we brought everyone together at the bowling alley for classic burgers, root b**r floats, and a fun day that felt like a throwback!

We’re grateful for the clients who continue to trust us, support us, and let us be part of their lives. Thank you for spending the afternoon with us, we truly enjoyed having you there!

09/23/2026

We're experienced at working with people who:

- Are turning 65 and beginning the Medicare process
- Will lose their healthcare through their employer or their spouse’s employer
- Want to evaluate their options for the right coverage if they’ve already enrolled in a Medicare plan
- Want to determine if their health goals are in line with their current plan

Register for one of our upcoming workshops: https://fcrpinsurance.com/event/medicare-101-2/

09/14/2026

09/11/2026

The Annual Enrollment Period is right around the corner! Whether you’re new to Medicare and want to understand your options, or you’re already on Medicare and simply want a refresher before enrollment season begins, our Medicare 101 workshops are a great place to start.

We’ll cover the basics, answer common questions, and help you feel more informed and prepared before you’re faced with enrollment decisions.

Space is limited, so don’t wait to reserve your seat!

Register online : https://fcrpinsurance.com/event/medicare-101-2/
Or call our office: 702-346-7025

09/11/2026

September 11, 2001. We Remember. We Honor. We Will Never Forget.

Today, we remember the Americans whose lives were taken, the heroes who gave everything to save others, and the families who carried unimaginable loss.

We remember a nation that, in the face of tragedy, stood together as one. Twenty-five years later, the memory remains. The courage remains. God bless the United States of America!

08/26/2026

August is National Golf Month, and retirement planning has more in common with your short game than you might think.
Both require patience, a steady strategy, and the ability to adjust when the wind picks up.

Market shifts, tax changes, inflation, and life events can all throw off your line, so it helps to have a plan that keeps you on course.

Let's review your financial plan and get you ready for the next round. 😊

www.fcrpinsurance.com/contact
702-346-7025

08/14/2026

It's National Financial Awareness Day! How confident are you in your financial plan?

Today is a good day to take a closer look. You may discover there’s more to your financial picture than you thought. We recently wrote about why a more complete approach to financial planning can make such a difference.

Read it here: https://fcrpinsurance.com/enhanced-planning-the-overlooked-strategy-for-retirement-taxes-and-estate-planning/

  Beyond the Numbers: What Enhanced Planning Really Means for Your Future   Most people think financial planning is about numbers. Rates of return. Portfolio balances. Retirement projections.     Those things matter but they’re only part of the picture.   True financial confidence doesn’t c...

08/13/2026

Do you know how to make your retirement income work for you?Join us for an educational workshop and get practical answers to the questions that matter most.

Thursday, August 27 at 11:00 AM
851 Oasis Blvd. Country Club at Mesquite Vistas
Lunch is included!

Come with your questions and leave with practical information that you can use. Register today! 702-346-7025
https://fcrpinsurance.com/roth-conversion-seminar/

08/03/2026

Could a simple tax strategy save you in retirement? Most retirees have spent decades building their nest egg... But very few have a plan for how to withdraw it tax-efficiently.

Join us for a free educational workshop where we'll cover:

How Roth conversions work
Who may benefit and who may not
Common mistakes to avoid
Strategies that could help reduce taxes in retirement

Whether you're already retired or getting close, this is information you don't want to miss.

Reserve your seat today, space is limited!

Register by clicking this link: https://fcrpinsurance.com/roth-conversion-seminar/

Or calling our office : 702-346-7025

07/27/2026

What if the taxes you pay in retirement aren't the taxes you expect? Many retirees assume their tax bill will go down but changing tax laws, RMDs, and Social Security taxation can tell a different story.

Join us for our FREE Roth Conversion Seminar to learn:

- Who may benefit from a Roth conversion
- When converting may make sense and when it may not
- How taxes could impact your retirement income
- Strategies to help leave more for your heirs

August 27th at 11:00am
851 Oasis blvd (Country Club At Mesquite Vistas)

Register using the link below or call our office at 702-346-7025
https://fcrpinsurance.com/roth-conversion-seminar/