FPA Wealth Management

Have you reserved a seat yet? RSVP today for the Exit Planning Institute Event, on December 18th, 7:30 - 9:45. If you are a family business or an advisor to a family business, you should consider attending this in-person expert panel discussion. RSVP today to guarantee your spot! https://lnkd.in/gKBHVAZ2

Mortgage Update: After weeks of decline, mortgage rates ticked up for the first time in 9 weeks to 6.72%, causing total mortgage applications to drop 6.2%. Refinance applications fell 13% for the week but remain 70% higher than this time last year, while purchase applications stayed relatively flat, up just 0.1% week-over-week. The good news is that growing home inventories and steadier rates continue supporting spring homebuying despite this temporary setback. The Fed's rate position could impact where rates head next. If you've been on the fence about buying or refinancing, this shifting landscape may factor into your timing decisions. ?? #MortgageRates #HousingMarket https://lnkd.in/eXWiByad

Renter? Think you’re covered by the owner’s insurance? Do a double check. #rentersinsurance #renting #insurance

?? March Madness Bracket Origins: Did you know there's a debate over who created the first NCAA tournament bracket pools? As the tournament tipped off, two compelling origin stories competed for recognition: - Jody's Club Forest in Staten Island claims Joseph "Jody" Haggerty created the first brackets in 1977, starting with 88 customers putting in $10 each - Kentucky postal worker Bob Stinson reportedly created brackets in 1978 based on his softball league brackets What began as friendly competition has evolved into a beloved national tradition that brings colleagues and communities together each spring. Whether you're a serious basketball fan or just enjoy the office camaraderie, bracket season reminds us that sometimes the most engaging traditions have humble beginnings.?? #MarchMadness #BracketHistory https://lnkd.in/eT3uJgkt

?? March Madness Bracket Origins: Did you know there's a debate over who created the first NCAA tournament bracket pools? As the tournament tipped off, two compelling origin stories competed for recognition: - Jody's Club Forest in Staten Island claims Joseph "Jody" Haggerty created the first brackets in 1977, starting with 88 customers putting in $10 each - Kentucky postal worker Bob Stinson reportedly created brackets in 1978 based on his softball league brackets What began as friendly competition has evolved into a beloved national tradition that brings colleagues and communities together each spring. Whether you're a serious basketball fan or just enjoy the office camaraderie, bracket season reminds us that sometimes the most engaging traditions have humble beginnings.?? #MarchMadness #BracketHistory https://lnkd.in/eT3uJgkt

?? Identity Alert: Being incorrectly listed as deceased by Social Security happens to fewer than 10,000 people annually, but the consequences can be devastating. If this happens to you, visit your nearest Social Security office immediately with your current ID. This error stops your benefits and affects your dependents, too, making prompt action crucial. The SSA receives death reports from states, funeral homes, family members, and other sources. While their records are highly accurate (less than 0.33% of death reports are incorrect), mistakes can happen and require immediate attention to resolve. #SocialSecurity #IdentityIssues https://lnkd.in/ejzg29kH

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Learn the ins and outs of 529 plans before you or your student heads to college.

Retirement may change your perception of investment risk.

Can we break free from the "more" cycle?