Financial planning is not a product you buy once but rather an evolving relationship that meets your changing needs.
Discipline is needed to successfully navigate the investment landscape and allows us to help you and your family achieve their dreams.
With over 30 years of experience in qualified plans, FMP can guide employers through the process of implementing and monitoring retirement plans.
We believe that at some point, diversification should be more than stocks, bonds, and the public markets.
When the stock market is having one-day drops of 2%, 3% or more, many investors instinctively want to follow the herd and run for the exits. And that's understandable. Sometimes it seems like a game of survival when it's years or decades of your hard-earned dollars on the line at...
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their focus is on the historical price volatility of the asset or investment under discussion. Advisors label as...
Ever since a legal secretary named Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor benefits that can help you and your family members. 1....
When the stock market is down double digits, you may hear advisors saying it's a great time to do a Roth IRA conversion. To be sure, the conversion strategy can save some people tens of thousands of dollars in taxes during their lifetime. But not always – we'll get to...
