Caleb discusses a document released from the CBO that proposes eliminating itemized deductions. While this was not implemented into law, it shows that itemized deductions could be on the chopping block in the future.
https://www.wane.com/lifestyle/living-local-15/discussing-the-proposed-tax-changes-wealth-wednesday/
Caleb begins discussing the ins and outs of Fixed Index Annuities, also known as FIAs. Stay tuned to find out more.
https://www.wane.com/lifestyle/living-local-15/fixed-index-annuities-womens-money-monday/
Caleb speaks on the primary function of portfolio rebalancing. Keep watching to learn more!
https://www.wane.com/lifestyle/living-local-15/rebalancing-your-portfolio-wealth-wednesday/
Caleb discusses long-term care insurance and how to navigate the possibility of future rate hikes.
Many people are not using one of the key benefits of an HSA – the tax-free growth! If your HSA is not invested, then it’s not growing with the stock market. Caleb discusses some key HSA strategies.
Caleb discusses how important it is for your financial advisor and your CPA to be on the same page. Foster Financial keeps open communication with CPAs to benefit clients.
https://www.wane.com/lifestyle/living-local-15/tax-strategizing-wealth-wednesday/
"…there's no reason for you to accept a rate increase that hasn't even been accepted by the state." Watch further as Heather cautions what to look out for when receiving an insurance rate increase letter.
https://www.21alivenews.com/2024/02/26/foster-financial-long-term-care-rate-increases/
Caleb discusses some of the key considerations after a job loss.
https://www.wane.com/lifestyle/living-local-15/navigating-layoffs-wealth-wednesday/
Watch this video as Heather discusses what to keep in mind during this year's tax season.
https://www.21alivenews.com/2024/02/20/foster-financial-tax-time-contributions/
For those doing Qualified Charitable Distributions, it’s important to let your CPA know what portion of your IRA withdrawals went to charities.
"Back-Door Roth Conversions are for people who can't contribute to Roth directly." Watch this video further to learn more about this specific investment strategy.
https://www.21alivenews.com/2024/02/14/foster-financial-back-door-roth-conversions/
Caleb discusses some of the rules around Required Minimum Distributions and a few tax strategies that can help investors save money.
In this video, Heather discusses potential problems to avoid when designating beneficiaries.
https://www.21alivenews.com/2024/01/22/foster-financial-beneficiary-structure/
Caleb discusses the benefits that come when establishing a relationship with a financial advisor.
https://www.wane.com/lifestyle/living-local-15/benefits-of-a-financial-advisor/
In this video, Caleb speaks about the election year and the impact it has on the markets.
"…If you got more than 500 acres that you're farming and you own, you may be getting up into that federal estate tax; therefore, do you have a plan in place?" Watch more as Heather speaks on what to expect when it comes to passing down land.
https://www.21alivenews.com/2024/01/19/foster-financial-passing-down-land/
Caleb discusses how retirement plans, health insurance benefits, and more should be considered when deciding to switch careers.
Direct Indexing Capital Gains is a great method to diversify large positions as well as ridding capital gains in general if there is a lot of after tax money in the stock market. Continue watching to learn more on Direct Indexing Capital Gains!
https://www.21alivenews.com/2023/12/15/foster-financial-direct-indexing-capital-gains/
Caleb discusses how the maximum contribution limits have increased in 2024.
https://www.wane.com/lifestyle/living-local-15/new-roth-ira-401k-contributions-wealth-wednesday/
Watch this video to learn more about Heather's background in the financial industry, how Foster Financial came to be, and why she calls Fort Wayne home.
Securities and Advisory Services offered through Harbour Investments Inc. Member FINRA & SIPC The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company.
Heather Foster is advisory licensed in CA, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WI
John Pynchon is advisory licensed in GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX.
Caleb Doane advisory licensed in CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.
Copyright © 2018 Foster Financial Services