FPFoCo

Have you heard? We release a new episode of our podcast, Money & Taxes from Bb to XYZ, every other week! Our latest episode, “Will Social Security Soon Be a Thing of the Past?” is available now! https://bit.ly/4fFcx9e

The headlines say Social Security faces a 22% cliff in 2032. But that wouldn't necessarily mean a 22% cut to your retirement income. Learn why, review some options for what Congress could still do, and find out how you can easily prepare for whatever happens: https://fpfo.co/4fGsCeU

📣 Listen up! Money & Taxes from Bb to XYZ drops a fresh podcast episode every other week. Catch the newest one, “Why Do You Invest?” now: https://fpfo.co/4x15tcW

401(k), IRA, HSA, taxable account: You might be doing a solid amount of saving and investing. But what's it all for? We don't invest just to watch balances grow — we invest to buy the time to do what we love. Here's how to find your investing "why" (and why the timeline of each goal changes how you invest for it): https://fpfo.co/4bSxA5F

🎧 New episode alert! "Tolerate This: Your Risk & Your Investments" just dropped on the Money & Taxes from Bb to XYZ podcast. Tune in for smart ways to stay in the know year-round: [shortlink]

Stock market volatility is back, but hasn't it always been here? The good news: You're likely already prepared for the ups and downs. Here's what your risk tolerance really means and how it shapes an investment portfolio built around your goals, time horizon, and comfort with risk: https://fpfo.co/4yaa8KN 📉📈

Happy ! Our office is closed on Friday, July 3, for the holiday, but we’ll be back after the long weekend.

🎤 Just dropped: A new episode of Money & Taxes from Bb to XYZ! Listen in to learn about “Tax Planning Changes You Can Make Now” https://bit.ly/4wc0K7L

With season in the rearview, now's the time to look ahead and act on what it taught you. From adjusting your withholding and funding your to timing a , claiming rental depreciation, and more, review proactive moves that could optimize your taxes while you still have some runway: https://fpfo.co/44tweu5

Wishing you a safe and meaningful ! Our business is closed today in observance of the holiday, and we will resume regular business hours Monday, June 22nd.