FPA Wealth Management
FPA Wealth Management is dedicated to providing "advice that changes lives" to a select group of families, executives and business owners. We guide you down the path towards your goals by offering personal services, proven strategies and trusted advice, just as we have done for families, and companies like yours for the past 40 years. We invite you to learn more about how we can help you work towards your goals and pursue your passions.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For some, the social impact of investing is just as important as the return, perhaps more important.
Do you have an estate strategy? You should.
Gaining a better understanding of municipal bonds makes more sense than ever.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Healthy habits are one of the greatest gifts to give your child.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn how to harness the power of compound interest for your investments.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like old receipts in a junk drawer.