FSA Wealth Partners

FSA Wealth Partners Our mission is to provide clients with a smoother investment journey using the FSA Safety Net® approach. https://FSAwealthpartners.com/

Have you checked on your emergency fund lately? If you're asking "what emergency fund?" That's a sign!Think of it as the...
10/05/2026

Have you checked on your emergency fund lately?

If you're asking "what emergency fund?" That's a sign!

Think of it as the cushion that keeps life's surprises (a car repair, a medical bill, a job change) from derailing your bigger goals. A common starting point is three to six months of essential expenses, kept safe and easy to reach.

Better to build it before you need it.

10/02/2026

If you’re an executive with stock options, here’s something to know about ISOs and AMT.

Exercising incentive stock options (ISOs) generally doesn’t create regular taxable income at exercise, but the spread between the exercise price and fair market value can trigger the Alternative Minimum Tax (AMT).

That makes timing important. Before exercising a large number of ISOs, consider how the decision could affect your overall tax picture, not just this year, but in the years ahead.

Schedule a meeting to talk through your equity comp: calendly.com/fsa-advisors/30min-consultation

Guess whose birthday it is today? It’s Kim Donohue’s!Kim has had quite the month, celebrating her 10-year anniversary wi...
09/30/2026

Guess whose birthday it is today? It’s Kim Donohue’s!

Kim has had quite the month, celebrating her 10-year anniversary with FSA Wealth Partners earlier in September and now her birthday!

A fun fact about Kim: She collects tree frogs. 🐸 She fell in love with them about 25 years ago while teaching her daughter’s Vacation Bible School class, where tree frogs were the class theme.

Happy Birthday, Kim! We hope you have a wonderful day celebrating!

09/29/2026

TSP vs IRA: Understanding Creditor Protection Before You Roll Over

Before moving money from a Thrift Savings Plan (TSP) into an IRA, it’s important to understand how creditor protection can change. The TSP receives strong federal protections, while IRA protections can vary depending on state laws and circumstances. Learn why this often-overlooked factor may matter when making a retirement rollover decision.

Watch the full clip: https://www.youtube.com/watch?v=AyxuPKRD_20

09/28/2026

Parents and grandparents who want to give a child’s college savings a head start may want to know about 529 superfunding.

Here’s how it works:

• You can contribute up to five years’ worth of annual gift-tax exclusions to a 529 plan at once and elect to spread the gift over five years for federal gift-tax purposes.

• In 2026, the annual gift-tax exclusion is $19,000 per recipient, so that can mean up to $95,000 per beneficiary from one individual.

• A married couple could potentially contribute up to $190,000 for one beneficiary, assuming each spouse makes the election and other gift-tax rules are satisfied.

• Putting more into the account earlier gives those dollars more time to potentially grow tax-free when used for qualified education expenses.

What’s the Magnificent 7? It’s a group of seven mega-cap companies largely technology-focused that make up a significant...
09/25/2026

What’s the Magnificent 7?

It’s a group of seven mega-cap companies largely technology-focused that make up a significant portion of the S&P 500. That concentration means their performance can have an outsized impact on the index and potentially your portfolio.

Let’s talk about diversification and what it means for your retirement plan.

09/23/2026

If you’re planning to retire in the next 5 to 10 years, now is a great time to take a closer look at your financial plan.

Visit our retirement planning page to learn how FSA Wealth Partners can help you prepare for what’s ahead: fsawealthpartners.com/retirement-planning

09/22/2026

TSP vs IRA Investment Options: Which Gives You More Flexibility?

The TSP keeps investing simple with five core funds and lifecycle funds, making it a low-cost and streamlined option for many federal employees and retirees. But rolling money into an IRA opens the door to thousands of investment choices and more personalized portfolio strategies. Learn the tradeoff between simplicity and flexibility when deciding between a TSP and IRA.

See the full video: https://www.youtube.com/watch?v=AyxuPKRD_20

This month, Aaron Weston, CFP®, is listening to "Golf SubPar" podcast. 🏌️No surprise for the golf fanatic on our team — ...
09/21/2026

This month, Aaron Weston, CFP®, is listening to "Golf SubPar" podcast. 🏌️

No surprise for the golf fanatic on our team — Aaron played collegiately against both hosts, one of whom went on to win the U.S. Amateur in 2007, a tournament Aaron also competed in.

We're kicking off a new behind-the-scenes series, spotlighting what our team is reading or listening to each month. What's on your list right now?

09/18/2026

The kids are back in school, and you can finally get back to that to-do list, including learning more about Trump Accounts.

Here are 4 things parents and grandparents should know:

• Trump Accounts can be opened for eligible children under age 18 with a valid Social Security number.
• Children born from January 1, 2025, through December 31, 2028, may qualify for a one-time $1,000 federal contribution.
• Parents, relatives, employers, and other eligible contributors can add money to the account, subject to annual limits.

Trump Accounts are another tool families may want to consider as part of a broader savings and financial planning strategy.

Address

1 Church Street, Suite 901
Rockville, MD
20850

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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