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 your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting...
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...
Retirement day is coming ever closer, and you've received your pension benefit letter from your employer. You're grateful to have a pension for retirement, but with this perk comes its own set of challenging questions that you and other near-retirees face: Should you take a pension giving you guaranteed monthly...
Claiming itemized tax deductions has become less common since the passing of the Tax Cuts and Jobs Act (TCJA) that went into effect in 2018. In fact, the IRS now reports that almost 90% of tax filers use the standard deduction instead, which allows married, joint filers to deduct $25,900...
