Dennis De Kok CFP, Senior Wealth Advisor, Founder, FCM Financial

Dennis De Kok CFP, Senior Wealth Advisor, Founder, FCM Financial Financial Planning, Financial Advisor, Divorce Financial Planning

It’s easy to focus on how much you want your portfolio to grow.The harder question is how much risk you’re willing to ta...
06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset. https://fcmfinancial.com/risk-tolerance-quiz/

Estate planning can feel like one of those things you know matters, but keep pushing off.That makes sense. It asks you t...
06/10/2026

Estate planning can feel like one of those things you know matters, but keep pushing off.

That makes sense. It asks you to think through your assets, your wishes, your family, and the people who may need to make decisions later.

Our Estate Planning Checklist can help you see what’s already handled and what may still need attention. https://pages.fcmfinancial.com/KQqQAM_resource?guidekey=estate-planning-checklist

College planning often starts with a simple question:"Are we prepared?"The challenge is that many families don't know th...
06/06/2026

College planning often starts with a simple question:

"Are we prepared?"

The challenge is that many families don't know the answer until costs start getting closer.

Take a few minutes to gauge your readiness and identify what may need attention. https://fcmfinancial.com/college-readiness-quiz/

Roth or traditional IRA sounds like a simple choice.Then income limits, age, deductibility, and household details start ...
05/30/2026

Roth or traditional IRA sounds like a simple choice.

Then income limits, age, deductibility, and household details start getting involved.

The Roth IRA vs. Traditional IRA calculator helps you move past the general rule of thumb and compare which IRA contribution options your household may qualify for.

See what the numbers say before this year’s IRA contribution goes anywhere: https://fcmfinancial.com/calculator-roth-ira-traditional-ira/

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