Forbes’ Top Registered Investment Advisor (RIA) Firms for 2023

We are thrilled to announce that First Pacific Financial has earned a spot in Forbes’ prestigious list of the Top Registered Investment Advisor (RIA) Firms for 2023. Ranking involves more than bottom line figures such as assets under management. Forbes also takes into consideration “aspects like processes that are inherent in each client relationship, what is…

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Inflation: What to do?

You wake up in 2022 and hear the news that inflation is the worst you’ve seen in your lifetime. Perhaps you were born in the 1960s or 1970s and the only thing you remember about our last period of high inflation is your parents waiting in a long line for gasoline to fill their cars.…

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Onward to the Next Chapter for Our Alaskan Friends

We want to congratulate Sam Skaggs and Amy Volz on their retirement this month! They will surely keep busy through an encore of their nonprofit work, gardening, fishing, biking, or sailing the Alaskan seas.   Sam and Amy founded Verdant, LLC in Juneau, Alaska and worked with clients primarily throughout southeast Alaska. Verdant’s clients, along…

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Join us in congratulating David Bodmer

First Pacific Financial is happy to announce David Bodmer’s retirement! To honor all that David has done for the financial industry, FPF, and each of us personally, Adam Wishard shares his congratulatory letter.   It is with great joy and admiration for us to announce David Bodmer is retiring. After helping so many clients plan…

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CARES 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…

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CARES Act: Provisions for Individuals

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person or virtually. We look forward to…

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Retirement Account Changes Coming in 2020

The most significant changes to retirement accounts and 529 plans in years are set to take place in 2020. The SECURE Act was made law by Congress and the President last week. In addition, the retirement contribution limits have changed modestly for 2020.    Retirement Account Limits 2020 2019 Elective Deferrals 401(k) / 403(b) $19,500…

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