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    • Home
    • Client Login Links & Info
    • Holistic Planning
    • Services
    • Our Team
    • Current News
    • Education
    • Client Updates

  • Home
  • Client Login Links & Info
  • Holistic Planning
  • Services
  • Our Team
  • Current News
  • Education
  • Client Updates

Employer Plans

 Learn some quick tips, as Heather explains what to consider when moving funds from an employer plan to a different account. Watch to find out more! 


https://www.21alivenews.com/2023/05/30/foster-financial-tips-tricks-inside-employer-plans/

Big News

 The debt ceiling, stock market, bank issues... watch to find out more about these financial current events! 


https://www.21alivenews.com/2023/05/18/foster-financial-current-market-news/

Investment Strategies – Growth Orientated vs. Conservative

  

Watch this video to find out more about the spectrum of investment options! 


https://www.wane.com/lifestyle/living-local-15/choosing-your-investment-strategy-wealth-wednesday/

Women’s Retirement Planning

  

Caleb explains how women, that are no longer in the work force, can plan and contribute to retirement. Watch to find out what strategies could benefit families in reaching their financial retirement goals. 


https://www.wane.com/lifestyle/living-local-15/earning-through-roth-iras-womens-wealth-wednesday/

Exchange – Traded Fund

  “ETF…Investment that allows you to track the performance of multiple other investments.” Watch to find out more about this way of investing! 


https://www.wane.com/lifestyle/living-local-15/adding-etfs-to-your-portfolio-wealth-wednesday/

The Foster Financial Process

 Follow Heather as she explains the process creating and implementing a holistic financial plan. 


https://www.21alivenews.com/2023/05/08/foster-financial-steps-your-journey/

Appointments at Foster Financial

 Check out this video for a preview of what to expect when visiting the office for your first appointment! 


https://www.21alivenews.com/2023/05/02/foster-financial-office-visit/

Buffer Funds and Holistic Financial Planning

 Watch as Foster Financial's Vice President, Caleb Doane, explains Exchange-Traded Funds (ETFs) and tells viewers what it's like to work with Foster Financial. "We legally act in the best interest of our clients and really take into account your entire financial picture." 




https://www.21alivenews.com/2023/04/27/foster-financial-buffer-funds/

** These examples are for illustrative purposes only and not indicative of any actual investment. The performance example is meant only to show that a Target Outcome Investment and the reference asset may differ in performance over a Target Outcome Period under typical conditions. Actual investment performance will vary. The outcome may only be realized for an investor who holds shares on the first day of the Target Outcome Period and continues to hold them on the last day of the Target Outcome Period. 

Charitable Giving Consideration

 Caleb breaks down Qualified Charitable Donations (QCDs). He explains how to donate utilizing an IRA rather than a checking account. Watch to find out more about this tax advantage. 


https://www.wane.com/lifestyle/living-local-15/all-about-qcds-womens-wealth-wednesday/

I-Bonds

 This week's financial tip is all about Savings I-Bonds. Caleb breaks down the relation between these bonds and inflation. Watch to find out more! 


https://www.wane.com/lifestyle/living-local-15/savings-i-bonds-wealth-wednesday/

Financial Investment Products

 Caleb breaks down different financial investment products and explains the recent interest rates. Tune in to learn more about CDs, stocks, bonds, and fixed annuities! 


https://www.wane.com/lifestyle/living-local-15/impact-of-rising-interest-rates-wealth-wednesday/
 

Savings in Cash vs. Investing

 "Women keep a larger percent of their portfolio, or kind of their net worth, in cash in the bank opposed to the stock market..." Watch to find out more about the benefits and risks of this financial approach. 


https://www.wane.com/lifestyle/living-local-15/putting-cash-in-savings-vs-investing-womens-wealth-wednesday/


Tax Benefit to Donating

 On this week's Women's Wealth Wednesday, Caleb breaks down different strategies utilized to benefit those that donate! Watch to find out more about standard deduction and how to avoid capital gain costs. 


https://www.wane.com/lifestyle/living-local-15/charity-tax-breaks-womens-wealth-wednesday/

Growth CD vs. Traditional CD

Heather breaks down the differences between a Growth CD and a Traditional CD. Watch to find out, which could be best for you! 


https://www.21alivenews.com/2023/04/05/foster-financial-difference-cds/

**If you wish to sell your CD prior to maturity, the Firm may be able to provide access to a secondary market.  In the event that a buyer is available at a time you attempt to sell your CD prior to its maturity, the price at which your CD is sold may result in a return to you that may differ from the yield the CD would have earned had it been held to maturity, since the selling price for a CD in such circumstances will likely be based on a number of factors such as interest rate movements, time remaining until maturity, and other market conditions. 

Current Interest Rates

 Caleb breaks down how interest rates do not just impact someone who is looking for a mortgage. Watch to find out if these interest rates impact you and what to do! 


https://www.21alivenews.com/2023/03/22/foster-financial-tips-amid-interest-rate-hikes/



Financial Advisors

 Heather explains to viewers different kinds of planners. Do you know the difference between a Commission Broker and a Fee Based Advisor? Watch to find out what kind of planner could best benefit you! 

Banking Industry Impacting Investments

 Tune in as Foster Financial's Vice President, Caleb Doane, explains how the recent banking industry issues impact investment portfolios. Watch to find out more about how this current event could be impacting your finances! 


https://www.wane.com/lifestyle/living-local-15/bank-collapse-impact-on-investments-wealth-wednesday/

Widowers' Financial Step

 For this week's Women's Wealth Wednesday, Caleb explains the final step for what widowers should do after they lose their spouse. Watch to find out more about this financial step. 


https://www.wane.com/lifestyle/living-local-15/womens-wealth-wednesday-03-01-23/

  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 IN, OH, MI, TX, KS, FL, IL, WI, NC, SC, GA, IA, KY, MA, MN, NY, PA, TN. John Pynchon is advisory licensed in IN. Caleb Doane advisory licensed in IN. John Pynchon is securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX. Caleb Doane securities licensed in GA, IN, IA, MI, MN, NC, OH, PA, SC, TX. 

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