Caleb examines how beneficial it can be to focus on long term goals when investing instead of getting caught up in short term fluctuations.
Focusing on a Long Term Financial Plan | Money Monday | WANE 15
In this video, John discusses a tax strategy for those who may have appreciated company stock in their retirement plans.
"What does your financial advisor know and what have they built into your financial plan?" Heather speaks on how a financial plan will bring reassurance during times of market volatility.
Caleb discusses the importance of cash flow analysis in the financial plans at Foster Financial.
Basics of Financial Planning: Cash Flow Analysis | Women’s Wealth Wednesday | WANE 15
Caleb examines how the recent market correction can create an opportunity to do Tax Loss Harvesting.
Tax Opportunities During Market Corrections: Tax Loss Harvesting | WANE 15
Join Heather as she unveils a potential path for early retirement, all while maintaining your health insurance coverage.
Caleb discusses a key element of the financial plans at Foster Financial.
Basics of Financial Planning | Women’s Wealth Wednesday | WANE 15
"Dividend Investing is often times the most forgotten about style of investing." Watch this video as John provides more knowledge on this investment strategy.
Caleb examines how the recent market correction can create an opportunity to do Roth Conversions.
Tax opportunities during market corrections: Roth Conversions | Money Monday | WANE 15
Heather emphasizes the crucial step of consulting a financial planner with knowledge in tax strategies to effectively navigate the complexities of inheritance.
Caleb discusses how using a Donor Advised Fund can help clients save on taxes.
Saving on Taxes through a Donor Advised Fund | Women’s Wealth Wednesday | WANE 15
Caleb examines how the recent market correction can create an opportunity to diversify away from concentrated stock.
Opportunities through Market Corrections | Money Monday | WANE 15
"…being strategic with how you save your money, convert your money, and then spend your money before you get on Medicare is extremely important…" Discover valuable insights as Heather discusses health insurance subsidy planning.
Caleb discusses how Foster Financial analyzes and prescribes investment risk levels for clients.
Managing Risk for your Investments | Women’s Wealth Wednesday | WANE 15
Caleb examines how the recent market correction can create an opportunity to save on taxes in the long run.
Stock Market Correction Investment Opportunities | Money Monday | WANE 15
Caleb examines how early retirees can receive discounted private health insurance through strategic financial planning.
Health Insurance Coverage Prior to 65 | Women’s Wealth Wednesday | WANE 15
Join John as he dives into the topic of Required Minimum Distributions and how you can effectively plan for them.
https://www.21alivenews.com/2025/03/31/foster-financial-required-minimum-distributions/
Caleb discusses the recent market volatility and how investment options differ between 401(k)s and IRAs.
Caleb explores the rules around inheriting an IRA from both a spouse and a parent and the tax implications for each.
Caleb discusses the contribution challenges that many high earners may face.
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 AZ, CA, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, 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 AL, CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.