Posts by First Pacific Financial
Client Vault: Filing System at Your Fingertips
The Client Vault solves the organization issue by allowing our clients to upload, store, and access any electronic file from a computer, tablet, or smartphone with an internet connection.
Read MoreThe Role of an Executor: What am I responsible for?
In the role of Executor, the complexity of your responsibilities will vary based on the complexity of the decedent’s assets. In general, you are responsible for sorting out the finances of the deceased, making sure debts and taxes are paid, and distributing assets to the heirs.
Read MoreEstate Planning 101: Shaping Your Future, The Essentials
Whether you have a complex financial situation or a simple one, estate planning is a way to take care of yourself and the people you love.
Read MoreWealth Director: Enhancing the Client Experience
Wealth Director is a powerful tool that allows for interactive financial planning between advisors and clients. One of the most common frustrations many people have is the inability to see all of their various accounts from different institutions in one place. Wealth Director solves this problem.
Read MoreRetirement Savings: Delaying gratification or buying peace of mind?
The big question on many American’s minds is how much they need to save to have a comfortable retirement. Simple question right? Wrong.
Read MoreThe Living Plan
Many people think that a financial plan is for their benefit. No doubt, our clients are more organized and have a clearer picture of what the future may hold. However, when we create a financial plan, we’re also creating it for ourselves, as advisors.
Read More2014 Schwab Impact® Conference
Schwab Impact was truly empowering and we look forward to sharing our newly found insights with all of you over the coming year.
Read More“When feeling seasick…” – Part 2
We recognize that today seems like a particularly uncertain time. Ultimately, every client’s needs are unique, and we work hard to develop the portfolio that is right for each personal risk tolerance and situation. As we prepare our clients for more potential volatility in their portfolios, there is a distinct process we employ depending on…
Read More“When feeling seasick…” – Part 1
The fact that the stock market has compounded long duration investors such abundant wealth yet remains utterly unpredictable in the short term has perplexed very smart people for over a century.
Read MoreNavigating the New Healthcare Environment
Wondering how to choose a health care plan? The Affordable Care Act debuted on October 1 of this year, when the new health insurance marketplaces (aka “exchanges”) opened for enrollment. The coverage on these plans will start as soon as January 1, 2014, at which time just about everybody will be required to have a…
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