Caleb discusses the recent volatility that we have seen in the markets and how investors should respond to it.
https://www.wane.com/lifestyle/living-local-15/navigating-market-volatility-money-monday/
"…there's a lot that goes into a death. Having someone to hold your hand and walk you through that process is important." Heather speaks on the significance of ensuring your spouse is in good hands.
https://www.21alivenews.com/2024/08/22/foster-financial-ensuring-your-spouses-finances-are-secure/
Caleb discusses the major wealth transfer that is expected to occur in the coming years. Women are expected to inherit the majority of these assets, so Caleb outlines some tips to keep in mind.
https://www.wane.com/lifestyle/living-local-15/spousal-inheritance-womens-wealth-wednesday/
Caleb discusses the different sectors of the market that can respond to Republican or Democrat policies.
Caleb discusses a common occurrence with INPRS employees – working part time in retirement. It’s important to understand the impact on your Social Security, Pension, and retirement contributions.
Heather discusses a planning strategy that may be beneficial to your spouse when it comes taxes. Continue watching to learn more!
https://www.21alivenews.com/2024/06/04/foster-financial-easing-tax-burdens-spouses/
Caleb discusses some key steps that investors could take to lock in higher interest rates before they fall.
In this video, Heather speaks on the importance of understanding and reevaluating risks when the market is at a high.
https://www.21alivenews.com/2024/05/29/foster-financial-reevaluating-risks/
Caleb discusses some considerations with the 403(b) plan for those in the Indiana Public Retirement System.
With interest rates potentially falling in the next few years, Caleb discusses how investors can continue to generate income using their portfolios.
https://www.wane.com/lifestyle/living-local-15/making-money-during-retirement-money-monday/
Caleb discusses some specifics within the Indiana Public Retirement system’s Health Insurance benefits.
Caleb discusses some key points to be aware of during election years and how they can impact your finances.
https://www.wane.com/lifestyle/living-local-15/elections-impact-on-investments-money-monday/
Caleb discusses two key pension payout options within INPRS – Straight Life and 100% Joint and Survivor.
Caleb discusses the basics of Employee Stock Purchase Plans and some key features to be aware of.
https://www.wane.com/lifestyle/living-local-15/employee-stock-purchase-plan-money-monday/
Caleb discusses how leveraging Net Unrealized Appreciation (NUA) can save investors on taxes within their 401(k) plan.
https://www.wane.com/lifestyle/living-local-15/nua-net-unrealized-appreciation-wealth-wednesday/
Caleb discusses the risk of losing purchasing power in retirement and how to mitigate that risk through the stock market.
https://www.wane.com/lifestyle/living-local-15/navigating-inflation-womens-money-monday/
Caleb discusses how to add some diversification to your portfolio in light of recent market swings.
https://www.wane.com/lifestyle/living-local-15/sp-500-and-growth-trends-wealth-wednesday/
Caleb discusses how surrender charges work for Fixed Indexed Annuities.
Caleb discusses how the lower-than-expected Q1 GDP data may impact the markets and they key steps to take for your retirement planning.
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 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 CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.
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