Happy Holidays! Looking Back, Looking Ahead

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2025-12-25

In this special holiday episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, reflect on a year of growth — both for the podcast and for clients at FPFoCo — while helping listeners prepare for what’s ahead in 2026. They share key milestones from the past year, including client successes, expanded planning services, in-house tax preparation, team education achievements, and charitable giving in Northern Colorado. The conversation then turns toward breaking down important 2026 tax and financial planning updates, such as higher contribution limits for IRAs, 401(k)s, and HSAs, updated Roth IRA income ph...