Insights

FPF Global Advisors Insights

Helping Minimize Taxes in Retirement

This presentation titled, "Helping Minimize Taxes in Retirement", discusses several important factors impacting retirement.

Helping Minimize Taxes in Retirement

Developing a Long-Term Care Strategy

For information on Long-Term Care and the importance of planning ahead, please see this presentation titled, "Developing a Long-Term Care Strategy".

Developing a Long-Term Care Strategy

Developing a Social Security Strategy

This presentation titled, "Developing a Social Security Strategy", discusses Social Security in more detail and provides some insight into the timing of when to take benefits.

Developing a Social Security Strategy

Developing a Medicare Strategy

The following presentation discusses Medicare in more detail, walking through the variety of options available and timing requirements for new enrollment.

Developing a Medicare Strategy

Understanding and Planning for RMDs

Take a deep dive into RMDs for a better understanding of the distribution requirements for qualified accounts.

Understanding and Planning for RMDs

Understanding IRMAA-The Hidden Medicare Tax

If you’re in your early 60's, then understanding Medicare is most likely important to you.  Take a look at the below presentation for a better understanding of IRMAA.

Understanding IRMAA - The Hidden Medicare Tax

Roth Conversion

Take a look at the following presentation for more information on Roth Conversions.  Please reach out to us for a custom analysis to see the impact this can have on your specific situation.

Understanding the potential benefits of Roth Conversion

Understanding MYGAs - (Multi-Year Guaranteed Annuities)

For individuals who are closing in on or beyond retirement age, please see the following presentation for a better understanding of MYGAs and how they compare to bank CDs as term investments.

Understanding MYGAs

Business Succession Planning

For business owners looking to learn more about business valuation and an overview on business succession, take a look at the following presentation.

Small Business Succession Planning

Qualified Charitable Distributions (QCDs)

Check out the following presentation to learn how QCDs can help support your charitable cause, satisfy an RMD, and reduce your taxes.

Understanding Qualified Charitable Distributions (QCDs)

2024 Retirement Planner Cheat Sheet

See the following for information such as Federal tax brackets, standard deductions, and more.

2024 Retirement Planner Cheat Sheet

The Widow's Penalty

The loss of a spouse is not something we want to think about, but there are planning considersations that can be implemented to be better positioned for when that sad, yet inevitable day happens.  One often overlooked planning consderation is related to the "Widow's Penalty".  Please click below for more detail on the Widow's Penalty and a few planning tips on how to reduce the impact.

Understanding the Widow's Penalty

Reviewing 2023 Wealth Management Surveys

For insight into what investors and consumers are thinking, please see the presentation tilted, "Reviewing 2023 Wealth Management Surveys".

Reviewing 2023 Wealth Management Surveys

Featured Insights

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.
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Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Learn More