Martha and Matt have goals. They want to find the time and the money to travel with their kids. They want to better manage their household finances. They want to help pay for their kids to attend college. They want…
Martha and Matt have goals. They want to find the time and the money to travel with their kids. They want to better manage their household finances. They want to help pay for their kids to attend college. They want…
For many families, it’s the elephant in the room: the necessary but potentially awkward discussions between aging parents and adult children about subjects like where the parents envision living as they grow older and more dependent on others, the role…
You’ve spent decades in the working world, and now the question must be asked: When is the right time for you to retire? As important and potentially life-altering as choosing a date for retirement can be, it’s a decision that…
A tumultuous year that will be remembered mostly for climatic upheaval, political polarity and dubious celebrity behavior in Hollywood and elsewhere still has something positive to offer people, provided they mobilize to take advantage of before year’s end. A wide…
People spend decades thinking about, and saving toward, retirement. But what happens once they actually have a year in mind for the Big R? What to do now that retirement appears imminent? Whether you have a retirement date circled in…
20 Years Wil Heupel, CFP®, CLU, MBA, ChFC 15 Years Ron Evans, CFP® Joe Nelson, CFP® 10 Years Ghada El-Gamal, CFP® Bob Regenfuss 5 Years Donald McNeil Jordan Vlastuin, CFP® Ann Wengronowitz, CFP® Victoria Williamson New Members Brendan Beckham, Panoramix…
Learn About Issues Like Evaluating Third Party Vendor Cybersecurity The Professional Issues Committee is starting a Cybersecurity Working group to help FPA members who need assistance fully grasping cybersecurity compliance regulations. These new regulations can be challenge for many smaller…
Homeward Bound was able to purchase two incredible machines due to the wonderful Golf and Bocce Ball sponsors, FPA of MN golfers & bocce Ball players and their quests and FPA of MN members who donated and purchased raffle tickets.…
Through FPA’s Member-Get-a-Member Program , your referrals help the association grow by adding new members. Both you and those you refer save on membership dues. The more you refer, the more you save. Visit the FPA website now to learn…