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Friday, May 16, 2025

Financial cybersecurity isn't about becoming a tech expert—it's about adopting smart habits that protect your wealth from increasingly sophisticated criminals. Whether you're checking your balance on a smartphone or managing...

Wednesday, April 23, 2025

The economic headlines of 2025 have been dominated by one topic: tariffs. As the Trump administration implements sweeping trade policy changes, many of our clients at FP Wealth Management are asking how these shifts might affect their...

Tuesday, March 25, 2025

As education costs continue to climb faster than inflation, families face growing pressure to save effectively for their children’s future. The 529 plan, a tax-advantaged education savings account, has become a cornerstone of smart financia

Friday, February 28, 2025

As the 2025 tax season unfolds, taxpayers and financial advisors alike must stay informed about critical deadlines, recent tax law changes, and effective strategies for optimizing returns. Whether you’re an individual filer, a small busines

Wednesday, January 15, 2025

Setting SMART Financial Goals: A Step-by-Step Guide to Financial Success Achieving financial security and success starts with setting the right goals. The SMART framework—Specific, Measurable, Achievable, Relevant, and...

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Monday, September 30, 2024

When it comes to retirement planning, Social Security benefits often form a significant part of the financial picture. However, many retirees leave money...

Thursday, August 1, 2024

Planning for retirement is one of the most important financial goals you'll ever work towards, and your 401(k) is likely to be one of the most important aspects of that plan. As a powerful tool for building retirement wealth, your...

Monday, July 1, 2024

Budgeting is a fundamental aspect of financial planning, yet it’s often surrounded by misconceptions that can deter people from embracing this habit. Misunderstandings about budgeting can lead to poor financial decisions, unnecessary...

Saturday, June 1, 2024

With the cost of higher education skyrocketing each year, many parents and guardians are seeking ways to ensure they can afford to send their children to college. One popular option that has emerged over the years is the prepaid...

Tuesday, April 30, 2024

Discover how to secure your child's educational future with our comprehensive guide on the best investment options, including 529 plans, ESAs, and more. Get expert advice tailored for parents looking to invest wisely.

Tuesday, March 12, 2024

Building wealth is a goal that many aspire to achieve, but it requires more than just earning a high income. Effective asset management is the key to making your money work for you and maximizing your wealth over time. In this blog...

Tuesday, February 27, 2024

Are you dreaming of the day when you can bid farewell to the daily grind and embrace the golden years of retirement? Planning for retirement can seem daunting, but fear not! With the right guidance and preparation, you can retire in...

Wednesday, January 31, 2024

Choosing the right life insurance plan is a crucial decision that requires careful consideration. With a myriad of options available, it can be overwhelming for individuals looking to secure their family's financial future. In this...

Friday, December 29, 2023

In the intricate dance of personal finance, mastering the art of budgeting is the key to achieving financial goals and fostering a life of abundance. FP Wealth Management, a beacon of financial expertise, presents a comprehensive guide...

Thursday, November 30, 2023

Strategic Exit Planning involves a meticulous roadmap designed to enhance the value of an asset management business before a potential sale or transfer of ownership. It's a forward-thinking...

Tuesday, October 31, 2023

Portfolio rebalancing is a crucial aspect of maintaining a well-diversified investment portfolio. It involves periodically adjusting the allocation of your assets to ensure they align with your financial goals and risk tolerance. While...

Wednesday, September 20, 2023

In the world of asset management, two distinct approaches dominate the landscape: active and passive management. Each method has its proponents and unique characteristics, making it crucial for investors to understand the differences...

Monday, August 28, 2023

Saving money for your child's college education is a significant financial goal that requires careful planning and foresight. With the rising costs of tuition and other educational expenses, it's crucial to start saving early and...

Monday, July 24, 2023

Insurance is a crucial aspect of financial planning and risk management. It provides individuals and businesses with a safety net against unforeseen events, ensuring financial stability during challenging times. While insurance...

Wednesday, June 28, 2023

Investing in the stock market can be both thrilling and challenging. One of the significant challenges that investors face is dealing with stock market volatility. The unpredictable nature of the stock market can lead to fluctuations...

Tuesday, May 30, 2023

Estate planning is an important process that involves making decisions about how your assets will be distributed after you pass away. It is a way to ensure that your legacy is protected and that your loved ones are taken care of. In...

Wednesday, March 22, 2023

With tax season being so stressful, you want to see a refund when you’re done filing. Prior to filing, you may be looking for ways to lower your tax liability or increase your refund for the 2022 tax year. Keep reading to learn 5...

Friday, February 24, 2023

As April 18th rapidly approaches, it’s time to get ready for filing your taxes. Tax season is often a stressful time of year; you may not know if you are going to get a return or a tax bill. No matter how your taxes end up, you...

Tuesday, December 20, 2022

The holiday season has crept up again! You may have put off holiday shopping for a number of reasons, whether it’s pure procrastination or money being tight, it’s not too late to get started. To help motivate you, continue...

Tuesday, November 22, 2022

When searching for a financial planner, you are essentially interviewing candidates for the role you’re looking to fill. Prior to an interview, you have to decide what is important to you and what questions to ask to make sure...

Tuesday, October 25, 2022

While the loss is financial, there is an emotional toll that comes along with financial losses. You may even begin to grieve the life you had prior to your financial loss, and that is entirely understandable. To try and get back to...

Friday, September 30, 2022

Planning for retirement is a decades-long journey. Throughout this journey, you continue to learn more and more about ways to save for retirement, your different options for retirement accounts, tax strategies, and retirement planning...

Wednesday, August 31, 2022

Social Security benefits can be extremely beneficial once you're in retirement to give you a fixed stream of income. Unfortunately, the world of Social Security can seem complicated when you’re getting ready to apply. Continue...

Tuesday, July 12, 2022

Good days and bad days are a fact of life in the market. Sometimes it’s up and we celebrate. But when it dips, we worry…and if it tanks, forget it: the first instinct for most of us is panic, and we wonder if we should just...

Tuesday, July 12, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Tuesday, June 28, 2022

While you may have heard of Medicare before, you might not know exactly what it is and how it works. Medicare is a government health insurance program available to all U.S. adults 65 years old and up, as well as younger people with...

Tuesday, May 24, 2022

Friday, May 6, 2022

Sunday, March 20, 2022

Tuesday, February 1, 2022

Thursday, January 27, 2022

Thursday, December 23, 2021

Tuesday, November 23, 2021

As 2021 comes to a close, it’s time to start thinking about your 2022 tax bill. 2021 may have brought you a job change, income difference, new expenses, investment changes, or more. You want to start early to minimize your taxes...

Thursday, October 28, 2021

Divorce can be a long and costly process in which you have to make many hard decisions. Between attorneys, emotional distress, and adjusting to a new family dynamic, your finances might not be a top priority. However, this is one of...

Tuesday, September 21, 2021

A 403(b) plan is a tax-sheltered retirement plan for employees of public schools, tax exempt organizations, and certain ministers. Contributions are taken from your pre-tax salary and have several different investment options. 403(b)...

Tuesday, August 17, 2021

No one ever knows when an accident or an emergency could happen. Whether it is a major medical bill, a car accident, or sudden job loss, having an emergency fund can help you provide for yourself and your family. Being prepared for the...

Thursday, July 22, 2021

As your kids grow older, the thought of college tuition and expenses comes closer to the forefront of your mind. With each passing year, college gets more and more expensive. Since the price of college keeps increasing, it is difficult...

Wednesday, June 30, 2021

While planning for your retirement, you most likely have considered your living expenses and travel expenses, but not necessarily your healthcare costs. As you get older, your healthcare costs may inevitably increase so it needs to be...

Thursday, June 17, 2021

As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...

Tuesday, June 1, 2021

A monthly budget is crucial to properly allocate your income to your various expenses and savings goals. Having a useful budget now is important to continue through retirement. In retirement, you may be on a fixed income. Living on a...

Wednesday, April 21, 2021

While thinking about the need for a long term care plan is difficult, it is extremely important to consider. If you have an unexpected health crisis, you and your loved ones may not have the means to pay for it. Planning for long term...

Friday, March 19, 2021

Estate planning is important for all families to have in place. While dealing with grief, you do not want your family to be struggling to manage the estate you have left behind. Having a solid estate plan allows you to have all of your...

Thursday, February 18, 2021

The New Year is the perfect time to reevaluate your budget! With so many financial changes in 2020, 2021 is a great opportunity to improve your financial well-being. Budgeting can help you properly allocate your money for your expenses...

Thursday, January 14, 2021

The new year is the perfect time to check your retirement portfolio and instill habits to prepare you for when you retire. Oftentimes, people are shocked when they realize how much money they will need to live off of in retirement. By...

Tuesday, January 14, 2020

As your retirement advocates, we feel a duty to keep you informed on some of the most important retirement topics. Please watch the 7 minute interview we conducted regarding some frequently asked questions about Medicare. Please let us...

Wednesday, December 18, 2019

Thursday, October 2, 2014

Jason J. Peplinski, MBA, FSS, LUTCF, vice president of FP Wealth Management, Inc., was recently recognized as a recipient of the "Four Under Forty" award during the National Association of Insurance and Financial Advisors (NAIFA)*,...

Tuesday, April 1, 2014

PARK RIDGE, ILL— Outstanding client service, ethics and professionalism have enabled Jason J Peplinski, MBA, FSS, LUTCF of Lincoln, NE, to achieve membership in the prestigious Million Dollar Round Table —The Premier Association of...

Thursday, February 27, 2014

Jason has been awarded the NAIFA Quality Award for the year 2013! The NAIFA Quality Award provides advisors at any career stage, the opportunity to demonstrate a commitment to exceptional: * Professionalism through education and earned...