#life

THE GAPING HOLE IN YOUR FINANCIAL PLAN (AND HOW YOU CAN FIX IT)

IF YOU’RE FINANCIALLY SAVVY, YOU LIKELY PRIDE YOURSELF ON HAVING YOUR DUCKS ALL LINED UP IN A NICE, TIDY ROW. Rainy day savings? Check....

WHAT DOES IT MEAN TO BE A WOMAN IN THE FINANCIAL SERVICES BUSINESS?

FCA Financial

WHAT DOES IT MEAN TO BE A WOMAN IN THE FINANCIAL SERVICES BUSINESS?

I don’t know the answer for everyone, but I can share what has been my experience as a woman in financial services. I’ve been in the...

CALLING ALL WOMEN – CONSIDER A CAREER IN FINANCIAL SERVICES

FCA Financial

CALLING ALL WOMEN – CONSIDER A CAREER IN FINANCIAL SERVICES

We have all heard the statistics – women now make up more than 50% of the US population1 and are making 80% of the purchasing decisions...

TAKING YOUR INSURANCE SALES TO THE NEXT LEVEL

FCA Financial

TAKING YOUR INSURANCE SALES TO THE NEXT LEVEL

There comes a point in your career that you’re ready to take your insurance sales practice to the next level – you want to work with more...

FCA Financial

YOU’RE A LIFE INSURANCE AGENT NOW

Congratulations – as a life insurance agent you now own your own business. Although you may be affiliated with an agency, you are...

FCA Financial

WHAT ARE YOUR BLIND SPOTS?

Blind spots. We all have them. When you’re driving your car, you intuitively know that there are objects that you can’t see. In life,...

FCA Financial

ADDITION BY SUBTRACTION

As we strive to grow and develop a successful career, oftentimes our minds go to asking what we need to “add” to ourselves to be...

HELP BUSINESS OWNER CLIENTS DRIVE TOWARD A SECURE FINANCIAL FUTURE

FCA Financial

HELP BUSINESS OWNER CLIENTS DRIVE TOWARD A SECURE FINANCIAL FUTURE

Last winter when I brought my 1993 Toyota Camry in for its annual inspection, it passed, but just barely. I was told it would make it...

FCA Financial

CELEBRATING WOMEN TRAILBLAZERS

During Women’s History Month, we remember those whose shoulders we stand on. Thank you Ellen Putnam, for forging ahead when there was no...

FCA Financial

DOING WORK THAT MATTERS

Times like these reinforce how much relationships matter. The power of an understanding ear, reaching out to simply check-in on...

SMALL BUSINESS IMPACT IS ANYTHING BUT SMALL

FCA Financial

SMALL BUSINESS IMPACT IS ANYTHING BUT SMALL

If you look back over the course of history, you’ll see that America was built off the success of small businesses. The expansion of our...

6 QUESTIONS WOMEN SHOULD BE ASKING ABOUT THEIR FINANCES RIGHT NOW…

FCA Financial

6 QUESTIONS WOMEN SHOULD BE ASKING ABOUT THEIR FINANCES RIGHT NOW…

The pandemic has been a wake-up call for many to reevaluate their finances, according to a recent Life Happens survey. And for women,...

LESSONS FROM LIFECHANGERS: HANDS-ON HISTORY HELPS HEAL

FCA Financial

LESSONS FROM LIFECHANGERS: HANDS-ON HISTORY HELPS HEAL

Teaching history during a pandemic is very difficult, especially in an elementary school where math and English language arts are the top...

WHY WE BOUGHT LIFE INSURANCE FOR OUR CHILDREN

FCA Financial

WHY WE BOUGHT LIFE INSURANCE FOR OUR CHILDREN

And 4 Tips on How It Works… When our kids were little, we purchased life insurance policies for each of them. While it wasn’t a purchase...

FCA Financial

“BOSSY” BRITTANY.

“Brittany is bossy” was common feedback at the parent teacher conferences when I was a child. Second to that was, “Brittany is quite a...

FCA Financial

GROWING YOUR CPA PRACTICE

Integrating financial services into your practice can help broaden and expand your client base and profitability. Source: NLG The top...

HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME

FCA Financial

HOW CPA FIRMS CAN MAKE MONEY UNRELATED TO THEIR TIME

My experience has been that 90% of bottom line profits for CPA firms are earned between January 1 and April 15. From May to December,...

DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY

FCA Financial

DISTRIBUTING ESTATE ASSETS FAIRLY AND EQUITABLY

The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...

FCA Financial

WILL YOUR RETIREMENT INCOME LAST?

How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...

ETHICAL WILLS: SHARING HOPES AND DREAMS FOR THE FUTURE

FCA Financial

ETHICAL WILLS: SHARING HOPES AND DREAMS FOR THE FUTURE

Many years ago, actually about 14 years ago, I received a letter in the mail (yes, an old fashioned, handwritten note). It was from my...

US National Debt Clock : Real Time

Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!

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