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COMPREHENSIVE WEALTH MANAGEMENT AND PLANNING SINCE 1975

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FCA Corp
Comprehensive Wealth Management and Planning Since 1975
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Author Archive

Inheriting an IRA

Inheriting an IRA (…and a potential Income Tax Liability!)

Retirement PlanningMay 8, 2025
diversify concentrated stock position

How Financial Planning Helps You Diversify a Concentrated Stock Position

Investment, Financial PlanningMay 5, 2025
What is a living trust

What Is a Living Trust? Key Benefits for You and Your Heirs

Estate PlanningApril 29, 2025

Building Your Legacy

LifestyleApril 24, 2025

A House Divided

LifestyleApril 10, 2025

9 Facts About Social Security

Retirement PlanningFebruary 18, 2025

A Checklist for When a Spouse or Parent Passes

Estate PlanningFebruary 4, 2025

Making Sense Of A Home Warranty

Insurance PlanningJanuary 28, 2025

Raising Healthy Children

LifestyleJanuary 7, 2025

Insuring Your Business Against Cyber Liability

Business Owner PlanningDecember 11, 2024

Making a Charitable Contribution

Charitable GivingDecember 3, 2024

3 Estate Challenges for Blended Families

Estate PlanningNovember 12, 2024
retirement realities spending

Retirement Realities

Retirement PlanningOctober 9, 2024
Protect Your Identity

To Catch a Thief: How to Protect Your Identity

LifestyleSeptember 26, 2024
Retirement Accounts for Business Owners

A Comparison of Retirement Accounts for Business Owners

Retirement Planning, Business Owner PlanningSeptember 24, 2024
Surprising Tax Deductions

Tax Deductions You Won’t Believe

TaxesSeptember 20, 2024
retiring earlier

Retiring Earlier Than Expected? What To Know

Retirement PlanningSeptember 18, 2024
Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

Retirement PlanningSeptember 11, 2024
Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

Insurance PlanningSeptember 4, 2024
taxes in retirement

Tax Efficiency in Retirement

Taxes, Retirement PlanningAugust 29, 2024
529 distributions

What Can You Buy With 529 Distributions?

Education PlanningAugust 27, 2024
marginal income tax brackets

Understanding Marginal Income Tax Brackets

TaxesAugust 20, 2024
Life Insurance in Retirement

Life Insurance in Retirement

Insurance PlanningAugust 14, 2024
capital gains and losses

A Guide to Offsetting Capital Gains with Tax-Loss Harvesting

TaxesAugust 8, 2024

Managing Money as a Couple

Financial PlanningAugust 6, 2024
Teen Driver

Buying Auto Insurance For Teen Drivers

Insurance PlanningJuly 30, 2024

Find That Lost Retirement Account

Retirement PlanningJuly 24, 2024
Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business Owner PlanningJuly 17, 2024
Outliving Your Money

Managing the Risk of Outliving Your Money

Retirement PlanningJuly 12, 2024

Insuring Your Vacation Home

Insurance PlanningJuly 10, 2024

Pickleball in Retirement

LifestyleJuly 2, 2024
Catch-Up Contributions

Catch-Up Contributions

Retirement PlanningJune 27, 2024
Business Structures

Choosing a Business Structure

Business Owner PlanningJune 25, 2024
cost of college

Estimating the Cost of College

Education PlanningJune 20, 2024
Retirement Planning in Fort Worth

Does Your Portfolio Fit Your Retirement Lifestyle?

Retirement PlanningJune 18, 2024
IRA rollover

What’s So Great About an IRA Rollover?

Retirement PlanningJune 12, 2024
SEP-IRA

Is a SEP-IRA Right for Your Business?

Business Owner PlanningJune 6, 2024
Managing an Inheritance

Managing An Inheritance

Estate PlanningMay 31, 2024
Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

TaxesMay 30, 2024
4 Ways to Help Your New Graduate Become Financially Independent

4 Ways to Help Your New Graduate Become Financially Independent

Education PlanningMay 21, 2024

Eight Mistakes That Can Upend Your Retirement

Retirement PlanningMay 15, 2024

Insuring Your Business With a Buy-Sell Agreement

Business Owner PlanningMay 9, 2024

Caring for Aging Parents

Retirement PlanningMay 7, 2024
women and retirement

Women and Wealth: A Pivot Towards Retirement

Retirement PlanningMay 2, 2024
Estate Tax Sunset

A Brief History of Estate Taxes

Estate PlanningApril 30, 2024
Your 401(k) at a Former Employer

4 Choices for Your 401(k) at a Former Employer

Retirement PlanningApril 23, 2024
estate strategies for second marriages

Estate Strategies for Second Marriages

Estate PlanningApril 16, 2024
life insurance

Consider Keeping Your Life Insurance When You Retire

Retirement Planning, Insurance PlanningApril 12, 2024
child with special needs,

Steps To Protecting A Child With Disabilities

Estate PlanningApril 9, 2024

Putting Aside Money When You’re Self-Employed: Solo 401(K)

Business Owner PlanningApril 5, 2024

Know Your Options on Providing for the Future Needs of Children & Grandchildren

Education PlanningMarch 29, 2024
Holistic Financial Planning

Is Your Financial Plan Holistic? The Key Facets of Holistic Financial Planning

Financial PlanningMarch 25, 2024

Healthcare Costs in Retirement

Retirement PlanningMarch 21, 2024
Estate Tax Sunset

Are You Prepared for an Estate Tax Sunset?

Taxes, Estate PlanningMarch 14, 2024

What Is a 1031 Exchange?

Investment, Taxes, Retirement PlanningMarch 12, 2024

Five Most Overlooked Tax Deductions

TaxesMarch 5, 2024

Grantor Retained Annuity Trusts (GRATs)

Estate PlanningMarch 1, 2024
artificial intelligence AI

How Will the Economy React to AI?

Economy, InvestmentFebruary 27, 2024

Roth IRA for Kids

Retirement PlanningFebruary 22, 2024
Cost of education College

Getting a Head Start on College Savings

Education PlanningFebruary 13, 2024

9 Facts About Retirement

Retirement PlanningFebruary 13, 2024

A Taxing Story: Capital Gains and Losses

Investment, TaxesFebruary 8, 2024

New Year, New Beginning: 5 Areas to Consider When Reviewing Your Estate Plan

Estate PlanningJanuary 29, 2024

7 New Year’s Financial Resolutions for Building and Preserving Wealth

Financial PlanningJanuary 25, 2024

Conquering Retirement Challenges for Women

Retirement PlanningJanuary 18, 2024

Insuring Your Second Home

Lifestyle, Insurance PlanningJanuary 9, 2024

How Boomers and Millennials Differ

LifestyleJanuary 5, 2024

White Elephant Inheritance

Estate PlanningJanuary 3, 2024

Financial Strategies For Women

Financial PlanningDecember 19, 2023

Year-End Charitable Giving that Impacts Your Heart and Your Wallet

Charitable GivingDecember 12, 2023

New Retirement Contribution Limits for 2024

Taxes, Retirement PlanningNovember 29, 2023

Investment Challenges of the Affluent Investor

InvestmentNovember 13, 2023

Understanding Equity Compensation

InvestmentNovember 1, 2023

Update on the Corporate Transparency Act

Business Owner PlanningOctober 30, 2023

Unveiling Beneficial Ownership Reporting

Business Owner PlanningSeptember 20, 2023

Fed Interest Rate Changes Alone Will Not Get Us Back to Normal

EconomyAugust 9, 2023

What is the Value of Your Business?

Business Owner PlanningJuly 13, 2023

How Women Can Prepare for Retirement

Retirement PlanningJanuary 6, 2023

Tax Considerations for Year-End Gifts for Family & Friends

Taxes, Charitable GivingDecember 20, 2022

Form 1099 Filing Requirements: Tips from FCA

TaxesDecember 6, 2022

Retirement Plan Options: SEP IRA

Taxes, Retirement PlanningDecember 6, 2022

What You Need to Know about Bonus Depreciation Phaseout

Taxes, Business Owner PlanningDecember 6, 2022

Here’s How a a Qualified Charitable Distribution (QCD) can Offset Your RMD

Taxes, Charitable GivingDecember 1, 2022

Succeeding at Business Succession

Business Owner PlanningOctober 13, 2022

Meeting Your Estimated Tax Payment Safe Harbour

TaxesOctober 6, 2022

‘Shape our Future’: The US plan for a Modern African Partnership

EconomySeptember 22, 2022

Dispatch from Europe: A Cloudy Outlook

Economy, InvestmentAugust 9, 2022

Resetting Your Investment Approach

InvestmentAugust 9, 2022

Better data is the key to unlocking major investment in Africa

InvestmentAugust 9, 2022

SECURE Act 2.0: An Overview

Taxes, Retirement PlanningJune 15, 2022

How to Think About Nigeria: Recommendations for the Biden Administration

Economy, InvestmentApril 4, 2022

Africa Pushes Back on the Developed Countries Energy Solution

EconomyDecember 20, 2021

Fortesa International is continuing to build a foundation for Senegal’s emergence as an energy player.

Economy, Wealth Management, InvestmentJanuary 21, 2021
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791 Town and Country Blvd., Ste. 250
Houston, Texas 77024
(713) 781-2856

 

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1515 8th Ave.
Fort Worth, Texas 76104
(817) 984-3132

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