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Blog

Eric Douglas | Jul 28, 2025

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Eric Douglas | Jul 14, 2025

Why Patience Beats Perfection: The Long-Term Investor's Guide to Market Timing

Finance
investments

Over the course of your investing life, you’ll encounter market lows and highs. Headlines often spotlight the extremes, especially when markets reach record

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Eric Douglas | Jul 1, 2025

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Eric Douglas | Jun 23, 2025

Retirement Plan FAQs

retirement
investments
Not sure where to start with retirement plans? Here are some common questions.
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Eric Douglas | Jun 9, 2025

The New Face of Fraud: How AI Is Changing the Scam Game

Technology

Technology has changed nearly everything about the way we live, work, and connect including how scammers operate.

Once upon a time, scams came in the form of

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Eric Douglas | May 26, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

retirement
investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Eric Douglas | May 12, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Eric Douglas | Apr 28, 2025

5 Smart Ways to Use Your Tax Refund in 2025

investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Eric Douglas | Apr 14, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

investments
retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Eric Douglas | Apr 1, 2025

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Eric Douglas | Mar 24, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Eric Douglas | Mar 10, 2025

How to Dive into Business Succession Planning: 10 Key Questions

investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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Family Wealth Planning Partners is a Lifestyle Planning firm that educates and supports people as they grow, preserve, and transfer their wealth to the next generation.

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