Posts by buffalobuilt
Comparing Retirement Account Contribution Limits for 2024 and 2025
As we look toward 2025, retirement savers have exciting changes to look forward to. The IRS has announced updates to contribution limits for retirement accounts, and these changes include adjustments for inflation and new provisions for older workers. Here’s a breakdown of the key differences between 2024 and 2025, along with a spotlight on the…
Read MoreCelebrating Our Team: Adam Wishard’s Journey and Impact at First Pacific Financial
At First Pacific Financial, we take pride in the exceptional talent of our employees. Today, we shine the spotlight on Adam Wishard, our Co-Chief Investment Officer & Financial Advisor, who has been with FPF for over 18 years. In a recent episode of “The Advisor View” podcast, Adam shared insights into the evolution of First…
Read MoreFriend of the Foundation Award
We are grateful to be recognized by Community Foundation for Southwest Washington for our commitment to the community. We’re proud of our partnership which provides a platform to collaborate on projects that address some of the local needs. We know that our clients hold the shared vision of making the world a better place and we’re honored…
Read MoreAs Seen in USA TODAY!
First Pacific Financial is pleased to announce that it has been recognized as one of the Best Financial Advisory Firms of 2023 by USA TODAY! This prestigious honor is a testament to our firm’s dedication to providing excellent financial services to our clients on a national level. You can visit here to read the USA…
Read MoreCPA Appreciation Day
We appreciate all the work CPAs do, especially at this time of year! Teaming up with them to dial in tax planning for our clients is a huge value add! We appreciate their expertise, meticulous attention to detail, and personalized service. As a thank you, our financial advisors spent an afternoon delivering customized “de-stressing” baskets…
Read MoreThe LeCount R. Davis, CFP® Scholarship
We’re excited to share a valuable opportunity for Black or African American students who are pursuing the CFP® certification: the LeCount R. Davis, CFP® Scholarship. The financial planning profession has historically lacked diversity, with a disproportionate number of professionals being white and male. The LeCount R. Davis, CFP® Scholarship is one of many initiatives aimed…
Read MoreHighlights of the SECURE Act 2.0
Nearly 50% of Americans make a New Year’s resolution in early January. The most popular categories being exercise, diet, and money. One of First Pacific Financial’s annual resolutions is to continue our exceptional care of clients in an increasingly complicated financial world. We have found that by working together we can make money resolutions unnecessary!…
Read MoreCharting 2020: The Top 10 Storylines of the Year
As an investor trying to make sense of the world, 2020 is nearly impossible to briefly recap. Rather than delving into the multitude of data from this extraordinary year, we gathered the 10 charts that most impacted the 2020 markets. 1. Covid-19 cases became the most closely watched statistic for public health officials, but also…
Read MoreNext Round of Stimulus Passed
Congress passed another round of stimulus payments to most Americans in The Consolidated Appropriations Act of 2021. Bank deposits of $600 per individual (including children under 17) in a similar manner to the first round of payments. If you need to update your banking information, you can do so here: https://www.irs.gov/coronavirus/get-my-payment Deposits are expected by…
Read MoreCARES Act: Provisions for Business Owners and Self-Employed
In case you missed it, we shared the key provisions of the CARES Act affecting individuals in yesterday’s blog post. Today, we’re focused on business owners (primarily under 500 employees), self-employed individuals, as well as certain non-profit organizations. As noted yesterday, please consult with us and other professionals as more information becomes available. Appropriate professionals…
Read More