FPFoCo

📣 Listen up! Money & Taxes from Bb to XYZ drops a fresh podcast episode every other week. Catch the newest one, “Welcome to FPFoCo, Kelli!” now: https://fpfo.co/4jeSSim

FPFoCo welcomes Client Service Specialist Kelli Mickley to our team! With over 15 years of experience in finance, she brings care-first service to our FPFoCo clients. Learn more about Kelli: https://fpfo.co/4reZS0G

Wishing you a restful ! We're out of the office today, but you can access your financial information anytime through our portal: https://fpfo.co/portal

🎧 New episode alert! "Got Equity Comp? How-Tos for Your RSUs" 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/4h8kAvM

Restricted stock units come with vesting schedules, tax consequences, and a risk most people miss: your paycheck, your benefits, and now a bigger chunk of your net wealth all depend on one company. How actually work — and a question to ask yourself when they vest: https://fpfo.co/4crxOBe

🎤 Just dropped: A new episode of Money & Taxes from Bb to XYZ! Listen in and learn how to “FIRE Up Your Cash Flow, and Coast Into Retirement!” https://fpfo.co/4qt5rbJ

What if you could stop saving for retirement in your mid-career and still retire comfortably? That's the idea behind Coast FIRE. Save aggressively early, hit a target number, then let compounding carry you the rest of the way. From there, you only need to earn enough to cover current expenses. Dive into our latest blog as you learn how to build your cash flow plan and learn about the trade-offs: https://fpfo.co/4xW7gQZ

Scared to actually ? These 8 signs might tell you it’s time: https://fpfo.co/4pY6NuQ Take a look, then confirm that you’re with !

8 Signs You’ll Thrive in Retirement, Even If You're Afraid to Make the Leap Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.

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