In this video, Heather explores strategies for repositioning or investing during market dips, particularly when the market is retreating from record highs.
Caleb discusses how the Big Beautiful Bill extends the reduced marginal tax brackets from the 2017 Tax Cuts and Jobs act.
The Big Beautiful Bill: Making tax brackets “permanent” | Money Monday | WANE 15
"Everything with these legislative changes will affect financial numbers, in some form or fashion. It's why we say financial plans are living breathing things." Heather discusses the potential impacts that legislation could have on financial planning.
Foster Financial: Legislative Risk & The Effects On Your Wealth
Caleb discusses the importance of insurance strategizing in a financial plan.
Insurance Planning | Women’s Wealth Wednesday | WANE 15
Caleb discusses how rules of thumb relating to the amount of money someone needs to retire comfortably are often inaccurate. There are many unique factors that must be considered to estimate how much is truly needed.
Misconceptions in Finance: How Much You Need to Retire | Money Monday | WANE 15
Caleb discusses the importance of Tax Strategizing in a financial plan.
John offers valuable insights into the different options available if your 529 plans were to go unused.
Caleb discusses a common misconception with tax brackets. He shows what really happens if you go $1 into the next tax bracket.
Misconceptions in Finance: Tax Brackets | Money Monday | WANE 15
"…life insurance or pension replacement life insurance, is a way of still covering your family or significant other, but you've got control still…" Watch this video further as Heather provides more insight to this strategy.
Caleb discusses the importance of having a target retirement date and knowing if you’re on track.
Setting a Target Retirement Date | Women’s Wealth Wednesday | WANE 15
While the Senate is considering the One Big Beautiful Bill, Caleb explores some of the tax implications in this piece of legislation.
Caleb discusses the importance of optimizing risk level in a financial plan.
Basics of Financial Planning: Risk Analysis | Women’s Wealth Wednesday | WANE 15
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.
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.