Countdown to College
As a parent, you of course want to give your child the best opportunity for success, and for many, attending…
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50 years of trusted financial advice: Inside FCA Corp’s holistic approach to wealth management
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FCA Corp Honored as One of Houston Business Journal’s Best Family-Owned Businesses of 2025
FOR IMMEDIATE RELEASEJune 3, 2025 FCA Corp Honored as One of Houston Business Journal’s Best Family-Owned Businesses of 2025 Houston,…
Navigating Loss: Essential Steps After a Spouse or Partner’s Passing
If you’re looking for a clear checklist of what to do when a spouse dies, you’re not alone. Losing a…
Supporting Healthcare Innovation in Resource-Limited Countries Rice University
At FCA Corp, we deeply admire and support Rice University’s healthcare innovation efforts to support individuals and families in underserved…
Inheriting an IRA (…and a potential Income Tax Liability!)
Have you been named as a beneficiary to an individual retirement account (often referred to as an IRA)? You may…
How Financial Planning Helps You Diversify a Concentrated Stock Position
Stock based compensation has become increasingly popular because of the advantages to both the companies and the employees. However, many…
What Is a Living Trust? Key Benefits for You and Your Heirs
Do you know what Jimi Hendrix, Aretha Franklin, and Prince all had in common other than music? They passed away…
Building Your Legacy
Carve your name on hearts, not tombstones. A legacy is etched into the minds of others and the stories they…
A House Divided
The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face…
9 Facts About Social Security
Social Security has been a fact of retirement life ever since it was established in 1935. We all think we…
A Checklist for When a Spouse or Parent Passes
When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes…
Making Sense Of A Home Warranty
As a consumer, when you purchase an expensive item, like a car or refrigerator, you expect to receive a warranty…
Raising Healthy Children
One of the greatest legacies any parent can give a child is a framework for living an enduring healthy lifestyle.…
Insuring Your Business Against Cyber Liability
According to one study done by the US Small Business Administration, 88% of small business owners feel their business is…
Making a Charitable Contribution
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to…
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even…
Retirement Realities
Expectations vs. Reality Predicting exactly what your retirement will be like is about as possible as a meteorologist predicting the…
To Catch a Thief: How to Protect Your Identity
Many Americans have taken steps in recent years to protect their identity. According to a recent report, total dollars lost…
A Comparison of Retirement Accounts for Business Owners
As a business owner, planning for retirement can seem overwhelming. With so many options available, how do you know which…
Tax Deductions You Won’t Believe
While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits…
Retiring Earlier Than Expected? What To Know
Many Americans, through circumstances beyond their control, find themselves needing to retire earlier than anticipated. Whatever the circumstances, it’s difficult…
Social Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…
What You Should Do About Insurance Following a Divorce
Divorce can be an emotionally and financially challenging life event. In the face of the many possible adjustments divorce entails,…
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it…
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial. Luckily, a 529 college saving plan…
Understanding Marginal Income Tax Brackets
By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And…
Life Insurance in Retirement
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown,…
A Guide to Offsetting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any…
Managing Money as a Couple
When you marry or simply share a household with someone, your life changes—and your approach to managing your money may…
Buying Auto Insurance For Teen Drivers
Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and…
Find That Lost Retirement Account
Do you have a long-lost retirement account left with a former employer? Maybe it’s been so long that you can’t…
Christina Doherty takes on the role of President of the AAA-CPA
July 18, 2024 Christina Doherty Named 61st President of the American Academy of Attorney-Certified Public Accountants HOUSTON, TEXAS…
Protecting Your Business from the Loss of a Key Person
Charles de Gaulle once remarked, “The graveyards are full of indispensable men.” While we know that life goes on regardless…
Managing the Risk of Outliving Your Money
“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of the…
Insuring Your Vacation Home
When it comes to insuring your second home, you may find that the coverage you need is quite different from…
Pickleball in Retirement
Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity,…
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their…
Choosing a Business Structure
According to the U.S. Census Bureau, there were over five million new business applications submitted in 2022 alone. All individuals…
Estimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2023…
Does Your Portfolio Fit Your Retirement Lifestyle?
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated…
What’s So Great About an IRA Rollover?
IRA Rollover Changing jobs can be a tumultuous experience. Even under the best of circumstances, making a career move requires…
Is a SEP-IRA Right for Your Business?
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday…
FCA Corp Partners with Art Malawi on an Art Installation at the Protea Hotel by Marriott Blantyre Ryalls in Blantyre, Malawi
FCA Corp Partners with Art Malawi on an Art Installation at the Protea Hotel by Marriott Blantyre Ryalls in Blantyre,…
Managing An Inheritance
Managing An Inheritance Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family…
Counteracting Capital Gains with Tax-Loss Harvesting
Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any…
4 Ways to Help Your New Graduate Become Financially Independent
4 Ways to Help Your New Graduate Become Financially Independent For many new college graduates, entering the workforce and becoming…
Eight Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…
Insuring Your Business With a Buy-Sell Agreement
Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of…
Caring for Aging Parents
Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past…
Women and Wealth: A Pivot Towards Retirement
Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years…
A Brief History of Estate Taxes
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded. In…
4 Choices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with…
Estate Strategies for Second Marriages
If you are one of the many Americans who are in a second marriage, you may need to revisit your…
Consider Keeping Your Life Insurance When You Retire
Do you need a life insurance policy in retirement? One school of thought questions this decision. Perhaps your kids have grown,…
Steps To Protecting A Child With Disabilities
Key Takeaways Government benefits like Supplemental Security Income and Medicaid, although helpful, may impact other aspects of your strategy. The…
Putting Aside Money When You’re Self-Employed: Solo 401(K)
How do you put money aside for retirement when you’re self-employed? One approach to consider is a Solo 401(k). If…
Christina Doherty, JD, CPA Promoted to Vice President & Director of Financial Planning at FCA Corp
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Know Your Options on Providing for the Future Needs of Children & Grandchildren
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Know Your Options on Providing for the Future Needs of Children & Grandchildren
Read the article published on NASDAQ There are many ways to prepare for elementary, secondary, and college expenses for your children…
Is Your Financial Plan Holistic? The Key Facets of Holistic Financial Planning
Is your financial plan truly “holistic” or is it just a mixture of disconnected strategies? Picture this: instead of solely…
Healthcare Costs in Retirement
In a 2023 survey, 37% of all workers reported they were either “not too” or “not at all” confident that…
Are You Prepared for an Estate Tax Sunset?
Estate Tax Sunset The federal estate tax threshold rose to $27.22 million in 2024 for married couples and $13.61 million…
What Is a 1031 Exchange?
If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange…
Five Most Overlooked Tax Deductions
Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands,…
Grantor Retained Annuity Trusts (GRATs)
Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work…
How Will the Economy React to AI?
Artificial intelligence (AI) tools are already invading every aspect of our lives. Debates are ongoing about how it will infiltrate…
Roth IRA for Kids
Small business owners may find it challenging to find ways to provide additional benefits to their children who work for…
Getting a Head Start on College Savings
One study estimates the average cost of raising a child to the age of 17 for a middle-income family is…
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members.…
A Taxing Story: Capital Gains and Losses
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also…
New Year, New Beginning: 5 Areas to Consider When Reviewing Your Estate Plan
5 Areas to Consider When Reviewing Your Estate Plan in 2024 It’s a New Year which means a fresh start…
7 New Year’s Financial Resolutions for Building and Preserving Wealth
7 New Year’s Financial Resolutions New Year’s Financial Resolutions for Building and Preserving Wealth As we kick off 2024, many…
Conquering Retirement Challenges for Women
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that…
Insuring Your Second Home
When it comes to insuring your second home, you may find that the coverage you need is quite different from…
How Boomers and Millennials Differ
We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation…
White Elephant Inheritance
Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property…
Financial Strategies For Women
Key Takeaways Despite sharing money management duties, only 19% of women feel very confident in their ability to retire comfortably.…
The All-new FCACorp.com
Embark on a wealth journey as we unveil the all-new FCACorp.com! Our redesigned website invites you to seamlessly explore a user-friendly…
Year-End Charitable Giving that Impacts Your Heart and Your Wallet
As the year draws to a close, it’s time for you to take advantage of the potential tax benefits of…
New Retirement Contribution Limits for 2024
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind…
Investment Challenges of the Affluent Investor
High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of…
Understanding Equity Compensation
Employers do what they can to foster a sense of ownership in their employees. After all, if you stand to…
Update on the Corporate Transparency Act
Read the article published on NASDAQ Since publishing “Unveiling Beneficial Ownership Reporting” on August 31, 2023, the authors have received significant feedback and…
Unveiling Beneficial Ownership Reporting
Read the article published on NASDAQ Starting in January 2024, a new federal law requires entities like Corporations, Limited Liability Companies,…
Fed Interest Rate Changes Alone Will Not Get Us Back to Normal
Read the article published on NASDAQ The Federal Reserve’s main tool for reducing inflation is raising interest rates which is why…
What is the Value of Your Business?
In the second quarter of 2023, more than 2,300 small businesses were sold. The median sale price was roughly $300,000,…
Challenges on the Path to India’s Prosperity: Finding the Way Forward
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How Women Can Prepare for Retirement
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by…
Tax Considerations for Year-End Gifts for Family & Friends
The holiday season is a time of joy and gift giving. As you prepare your year-end gifts, here are some…
Form 1099 Filing Requirements: Tips from FCA
As the end of 2022 approaches, every business owner should review their financials and determine which vendors and contractors will…
Retirement Plan Options: SEP IRA
Thinking about establishing a retirement plan for your business? One option to consider is a Simplified Employee Pension (SEP). A…
What You Need to Know about Bonus Depreciation Phaseout
If there is furniture, equipment, or other items you are considering for your business, now may be the time to…
Here’s How a a Qualified Charitable Distribution (QCD) can Offset Your RMD
If you are 72 or older by year end, do not forget to distribute your Required Minimum Distribution (RMD) from…
Succeeding at Business Succession
According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP),…
Meeting Your Estimated Tax Payment Safe Harbour
Generally, if individuals are self-employed or have flowthrough income, they may be required to make estimated tax payments. Since your…
‘Shape our Future’: The US plan for a Modern African Partnership
On August 8, during his third visit to Africa in just ten months, Secretary of State Anthony Blinken announced the…
Dispatch from Europe: A Cloudy Outlook
By Tom Koch, FCA Corp’s Director, Global Capital and Strategy There is a lot going on in Europe these days, and…
Resetting Your Investment Approach
Read the article published on NASDAQ The past few years have provided us with plenty of world-altering events, horrifically bad news…
Better data is the key to unlocking major investment in Africa
By Tom Koch, a nonresident senior fellow at the Atlantic Council’s Africa Center and Director of Global Capital and Strategy…
How to Think About Nigeria: Recommendations for the Biden Administration
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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement…
Zambia Update 2022: COVID-19, Russia, Climate Change, and Debt Restructuring
Our Director of Global Capital and Strategy at FCA Corp, Tom Koch, recently spoke with the Zambian Minister of Finance…
How to Think About Nigeria: Recommendations for the Biden Administration
Nigeria is the single most important strategic partner for the United States in sub-Saharan Africa.” This quote from the US…
FCA Corp Invests in Electric Motorcycles That Could Give African Companies a Competitive Advantage
FCA Corp’s African private equity fund Africap LLC, continues its leadership in African private equity through an investment in Sanguo…
Africa Pushes Back on the Developed Countries Energy Solution
Through decades of direct investment, participatory business consulting, and our Africa mutual fund, our investment advisory firm FCA Corp has…
Africa Pushes Back on the Developed Countries Energy Solution
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A look at 30 years of Japanese manufacturers’ staying power
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A conversation with H.E. Situmbeko Musokotwane, Zambia Finance Minister
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Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline
Original article was posted on the IRS website and can be found here. WASHINGTON — The Treasury Department and Internal Revenue…
Africap LLC, an FCA Corp advised entity, announced its direct investment into Rosslyn Grove in Nairobi, Kenya
Africap LLC, an FCA Corp advised entity, announced its direct investment into Rosslyn Grove, a sustainable diplomatic housing project in…
Africap LLC, an FCA Corp advised entity, announced its investment into Liberia Merchant Capital
HOUSTON, TEXAS & MONROVIA, LIBERIA- Africap LLC, an FCA Corp advised entity, announced its investment into Liberia Merchant Capital (“Liberia…
Fortesa International is continuing to build a foundation for Senegal’s emergence as an energy player.
The following article, recently published on Africa Oil & Power, features information about Fortesa International, is a portfolio company of…
Africap LLC, an FCA Corp affiliate, completes financing for Zambian CPG manufacturer.
HOUSTON, TEXAS & LIVINGSTONE, ZAMBIA- Africap LLC, an FCA Corp affiliate, announced its investment into Victoria Brands (“Victoria Brands”, or…
Property rights, data, and prosperity in Africa
Tom Koch, Director of Global Capital & Strategy for FCA Corp recently published the following article on the Atlantic Council…
Wal-Mart, Mugabe And The Middle Class: Things To Consider When Investing In Africa
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