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Is a Recession On the Horizon? How We Watch Over Your Money

It’s no secret that things in our world are a bit uncertain these days. It feels like we’re constantly waiting for the other shoe to drop. Most of us dislike this level of uncertainty, but do you know what dislikes it even more? The market.
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Is Your Investment Portfolio Tailor-Made to Help Reach Your Financial Goals?

Is your financial advisor stuck in the past? This is how we use cutting-edge technology to enhance our financial plans.
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3 Ways to Help Your Money Last a Lifetime

No one wants to think about running out of money in retirement. Here are 3 ways to make your money last a lifetime so you can avoid that added stress!
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What Should You Do About Inflation and Stock Market Volatility?

Investors are understandably nervous about their investments and their purchasing power. If you are worried about your portfolio, you are not alone. But during stock market volatility, it is important to keep a level head to avoid financial mistakes.
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Jump-Start Your Financial Plan for 2022!

The new year is upon us! While this is normally an exciting season of renewed motivation and fresh hope, the past two years have worn us down with the continuing pandemic, economic uncertainty, and a slow road back to “normal.” If you’re overwhelmed about starting the new year strong, you’re not alone. Thankfully, when it comes to your finances, we’re here to help lessen the overwhelm with 4 actionable steps to help you take back control of your finances and truly make 2022 a fresh start.
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What’s Going on With Inflation? 3 Reasons Why It’s Here to Stay

It’s official. After months of being told the current inflation crisis is transitory, Federal Reserve Chair Jerome Powell announced that we can expect high inflation to continue into 2022. What may have seemed like a slight inconvenience at first is now becoming a much larger issue as people watch the value of their money degrade right before their eyes with no clear end in sight.
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What to Do When You Turn 65

Every decade brings unique milestones, but the milestones in your 60s come along with more financial consequences and require more preparation. It goes without saying you want to enter retirement with confidence and excitement—but that doesn’t happen by chance. The trouble is that retirement planning can get confusing and complicated. If you aren’t paying attention, you can easily miss important deadlines.
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How the Proposed Tax Changes Could Impact Your Financial Plan

September was a big month for the Biden administration’s Build Back Better Agenda. Long-awaited draft legislation for the budget reconciliation bill was released, bringing the bill one step closer to a vote on the House floor. This bill has far-reaching implications for people in all tax brackets, and it’s important to review the changes with a qualified professional in order to fully understand how your financial plan will be impacted.
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How Does Your Retirement Compare to Your Neighbors’?

Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the exact amount of assets we need can be tricky to pinpoint, especially with the glut of contradictory and overwhelming advice that often leaves us confused.
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5 Financial Planning Steps for Aging Parents

It’s often a shocking moment when you realize your parents, who taught you much of what you know and guided you to adulthood, now need your help. This role reversal can leave you responsible for your parents or the estate they leave behind. If their affairs aren’t in order, it’ll be up to you to take care of the details in an already stressful time.
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Our 2021 Midyear Market Update

We all know that we can’t predict the future (thanks for the reminder, 2020!), nor do we truly have control over much of what we take for granted—things like how we work, how we go to school, and even how we interact with our loved ones. With those lessons fresh in our minds, most of us entered 2021 with a good deal of caution.
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What Type Of Inheritance Are You Giving To Your Children?

Oftentimes, when we think about leaving a legacy for our children, we think about writing a will and divvying up our wealth. But leaving a legacy is about more than just money. Will your gift ensure their security for years to come, or will it be a mess of assets, liabilities, and confusing records that takes years to sort out?
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The 3 Biggest Financial Mistakes I See

April is Financial Literacy Month, which is both a celebration of personal finance achievements and a challenge to continue educating yourself about fundamental financial concepts. Financial literacy is the lifelong process of learning more about your finances and your financial opportunities so you can make the most informed decisions with your money.
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How Could The New Administration Affect Your Retirement?

Changes come with every new administration. Whether it’s taxes, immigration policy, or Social Security, changes are on the horizon. What do these possible changes mean for you? It’s important to take these factors into consideration for your financial planning. If you haven’t looked at your financial plan recently, this is a great time to reassess.
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How We Help Our Clients With Retirement Income Planning

Preparing for retirement takes much more than just contributing a percentage of your income to your 401(k) and hoping you’ll have enough money when you decide to leave your career days behind. Truth be told, socking money away is only half the battle. Thankfully, you don’t have to go it alone. We have a time-tested income planning process that we walk our clients through so they can retire with confidence. Here’s how it works.
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Is Your Retirement Plan On Track For 2021?

Did the chaos of 2020 cause you to fall behind on retirement savings? Are you finally in a space where you can begin looking ahead after the events of last year? Or perhaps you set New Year’s resolutions only to have already given them up? If you answered yes to any of these questions, we recommend taking time to review your retirement plan and make sure it’s on track for 2021.
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Happy Holidays From Foundation Wealth Advisors

It’s been a wild ride, but we have finally arrived at the holidays. Our team at Foundation Wealth Advisors would like to take this opportunity to wish you and yours a happy holiday and a refreshing new year! The holiday season, your treasured traditions, and pretty much everything about this time of year may look different in 2020, but we believe there is still cause to celebrate.
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What’s Your Long-Term Care Plan?

There are a lot of things you don’t want to gamble with in life, like your retirement savings, your income, or your health. Unfortunately, many Americans take one particular risk with their health, possibly without even realizing it, and that’s neglecting to make a long-term care plan. Since 70% of people will need some form of long-term care during their lifetimes, it’s critical to have a plan to pay for these costs.
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Important Financial Actions To Take Before The End Of The Year

If you feel like someone tossed 2020 in a blender, pressed start, and threw everything in an uproar, you’re not alone. Most, if not all of us, have experienced canceled plans, work stoppages or adjustments, complicated family decisions, and (as if that weren’t enough) financial challenges. To add to the uncertainty, we don’t know what the near future will bring in regards to COVID-19, our presidential election, and our markets. How do you prepare when there is so much unknown? How can you look a
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How Much Power Does The President Really Have Over the Economy?

We are just weeks away from the much-anticipated 2020 presidential election. Debates are in full swing, the political news cycle is endless, and we’re hearing plenty about the platforms the candidates are campaigning on, everything from healthcare to immigration to—of course—the economy.
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What We Do And How We Can Help

When it comes to money, many of us think that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution. That’s why Foundation Wealth Advisors takes a different approach. We think one-size-fits-all labels should be left to vacation bike helmets, not to your money. Our customized strategies and creative solutions help our clients pursue financial freedom and security alongside personal fulfillment.
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The Top 5 Financial Planning Challenges In The First 10 Years Of Retirement

Even under normal circumstances, planning for retirement can be stressful. With the chaos that a global pandemic brought into our world, we know you’re hoping for a relaxing, enjoyable life post-retirement now more than ever. And most likely, you’re concerned about how these recent events will affect your retirement. But remember, it’s not just about planning to reach this milestone; you also need to plan for the years that follow.
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How To Manage Your Finances In A Crisis

Even after a few months of life following the introduction of a global pandemic, there’s still a lot of uncertainty, worry, and fear. With the stock market tanking and unemployment skyrocketing, it’s normal to worry about your finances.
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Schedule A Complimentary Financial Plan Review!

When you look at your overall financial picture, what do you see? Do you see a unified, strategic, and focused portfolio with every piece of the puzzle working together to get you to a specific goal? Or do you have a 401(k) here, an IRA there, a life insurance policy somewhere else? Do you know what you want retirement to look like or if you’re on track to reach your goals?
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Does Your Portfolio Need A Second Opinion In This Time Of Crisis?

Feeling stressed about your current investments/portfolio? Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be causing you to wonder, “How will this affect me?” or “Will my portfolio recover?”
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How To Know If We Are Entering A Bear Market Or Recession

As you may have noticed in the news, the coronavirus pandemic is wreaking havoc on the markets. Is this the end of the record-breaking bull market that we have been enjoying since March 2009? Could this lead to the next recession?
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Why I Became A Financial Advisor

There’s no denying it: money, and how you handle it, can make or break your life (and your stress levels). I came from a single-parent home and my mother had no one to turn to for financial advice. This taught me the importance of financial planning and education and how much it can impact your life. As I got older, it became clear that my mother wasn’t the only one lacking objective financial advice.
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What Should You Do About The Coronavirus And Stock Market Volatility?

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck