Blog

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...

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...

Show All

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...