In this video, John dives further into dollar-cost averaging and its role in contribution strategies.
Foster Financial: Dollar cost averaging
Caleb discusses the importance of having a financial plan that accounts for inflation, especially when many forms of retirement income do not come with cost-of-living adjustments.
Accounting for Inflation in your Retirement Plan | Money Monday | WANE 15
Caleb outlines some important financial steps for recent widows to take. Today, he discusses contacting the right people.
Financial Checklist for Widows: Contacting People | Women’s Wealth Wednesday | WANE 15
Heather offers practical guidance to help you and your CPA prepare for the tax season.
Caleb sheds some light on how the OBBBA affects Social Security taxation, and how retirees can withhold taxes from their Social Security payments.
Should you still withhold taxes from Social Security? | Money Monday | WANE 15
Start 2026 with a fresh financial outlook. Heather dives into the importance of understanding your spending habits.
Caleb outlines some important financial steps for recent widows to take. Today, he discusses gathering the necessary documents.
Financial Checklist for Widows: Gathering Documents | Women’s Wealth Wednesday | WANE 15
Caleb discusses the 2026 Medicare premium increase and how to avoid IRMAA through a qualifying event or strategic tax planning.
2026 Medicare Premium Increase and IRMAA | Money Monday | WANE 15
Caleb discusses how Foster Financial can craft your personalized financial plan in 2026.
Getting a Financial Plan together in 2026 | Money Monday | WANE 15
John shares insights on the benefits of having a Health Savings Account in retirement.
Foster Financial: Retirement with a Health Savings Account
Heather outlines key ideas to shape your healthcare planning for 2026.
Caleb discusses how Foster Financial can improve tax efficiency on client accounts using ETFs.
Heather highlights the critical role of tax strategies and other key financial planning measures as the year draws to a close.
Caleb discusses how retirement savers can receive a tailored contribution percentage recommendation with a financial plan from Foster Financial.
End of Year Financial Planning: Increasing Retirement Contributions | Money Monday | WANE 15
Caleb discusses how maxing out your Roth IRA can be beneficial.
End of Year Planning: Maximizing Roth IRA Contributions | Women’s Wealth Wednesday | WANE 15
Caleb discusses a tax planning strategy that Foster Financial implements with clients involving Donor Advised Funds.
End of Year Planning: Evaluating Deductions | Women’s Wealth Wednesday | WANE 15
Join John as he highlights the tax advantages using qualified charitable distributions (QCDs) to meet any required minimum distributions (RMDs).
Foster Financial: End-of-year tax strategies
Caleb discusses how investors can use Tax Loss Harvesting to their advantage.
End of Year Financial Planning: Tax Loss Harvesting | Money Monday | WANE 15
Caleb discusses a tax planning strategy that Foster Financial implements with clients involving maxing out employer retirement plans like 401ks.
End of Year Planning: Maximizing Your 401k | Women’s Wealth Wednesday | WANE 15
Caleb discusses the advantages of QCDs and how they must be completed by the end of the calendar year to count for 2025.
Managing Qualified Charitable Distributions | Money Monday | WANE 15
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, CO, 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 FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC
Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in IN, MI, NY, OH, PA, TX.