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Welcome to the FCU blog! What’s on our mind? You can read about it here.

Whether it’s ideas from the industry or emerging trends, with all the changes in tax codes, investing styles and techniques, as well as social trends, we have plenty of thoughts just bursting to come out.

And who knows, we may throw in a few thoughts on things not related to "the business", such as the arts, a movie review, or some spiffy quote we think is just too profound to keep to ourselves. So keep checking in. We’re glad to have you reading along.

 

Friday, January 2, 2026

January 2nd 2026.... Financial Concepts Unlimited, LLC and my 36th anniversary of doing business in the Financial Planning Universe. I'm very fortunate to be in the position I'm in, and I want to thank you. You're such a big part of it.

 

Tuesday, January 2, 2024

It's been 34 years since I've started this journey, and I am so grateful to everyone in the FCU family.

 

Monday, January 2, 2023

Thirty three years and counting! Thank you all so much. You add so much to me.