Blog
Estate Planning: Ensuring Your Legacy and Protecting Your Assets
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...
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5 Ways to Maximize Your Tax Refund this Season
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...
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How to Make Sure Your Finances are Prepared for Tax Season
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...
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4 Easy Ways To Save Money On Last Minute Holiday Gifts
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...
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What are the Top Three Questions That You Need to Ask Your Financial Planner Before Signing On?
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...
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5 Ways to Cope With a Financial Loss
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...
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Three Things You Didn't Know About Retirement Accounts
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...
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How Does Social Security Work? A Beginner's Guide
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...
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Weekly Market Insights: Stocks Rally Despite Mixed Data
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...
Read MoreTime – Not Timing – Is the Best Way to Protect Gains
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...
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How Does Medicare Work?
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...
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Moves to Make to Lower Your 2022 Tax Bill
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...
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4 Financial Mistakes to Avoid during a Divorce
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...
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3 Things To Know About Your 403(b)
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)...
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How Much Should I Have Saved In My Emergency Fund?
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...
Read MoreWill I Have Enough Money to Send My Kid to College?
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...
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Budgeting for Health Expenses in Retirement
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...
Read MoreA Note About Inflation
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...
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6 Things to Budget For in Retirement
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...
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Why you Need to Consider a Long-Term Care Plan
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...
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Benefits of Estate Planning
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...
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Budgeting in the New Year
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...
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2021 Retirement Tips
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...
Read MoreMedicare Frequently Asked Questions
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...
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Jason Selected for the Four Under Forty Award
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)*,...
Read MorePeplinski Achieves Membership In Million Dollar Round Table
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...
Read MoreJason Selected as NAIFA Quality Award Recipient!
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...
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