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.
Caleb discusses how IRMAA can increase Medicare premiums and some strategies to avoid paying too much.
Caleb explores how Foster Financial uses tax strategizing to save clients' money on taxes over their retirement.
Tax Strategizing Tips | Money Monday | WANE 15
In this video, John speaks on three key components to preparing your 401(k) for the 2025 year.
https://www.21alivenews.com/2025/02/14/foster-financial-preparing-your-401k-remainder-2025/
Caleb discusses how 529 accounts can be used to save for college expenses while saving on taxes.
State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income
tax and a 10% federal penalty tax. Please consult your tax adviser for more information
Caleb discusses the new 401k contribution limits for 2025 and some strategies for taking full advantage of these accounts.
https://www.wane.com/lifestyle/living-local-15/new-year-new-401k-contribution-limits-money-monday/
Caleb discusses some financial planning strategies that must be completed prior to the end of the calendar year. This week, he focuses on Tax Loss Harvesting.
Caleb discusses some financial planning strategies that must be completed prior to the end of the calendar year. This week, he focuses on RMDs.
John discusses contribution opportunities still available to taxpayers in 2025 prior to filing your 2024 Tax Return.
https://www.21alivenews.com/2025/01/14/foster-financial-2024-tax-planning/
State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income tax and a 10% federal penalty tax. Please consult your tax adviser for more information.
Caleb discusses Trump’s proposed tariffs and how they may affect domestic and international markets.
https://www.wane.com/lifestyle/living-local-15/election-results-and-the-impact-on-your-investments/
Inherited IRAs have some rule changes for year 2025. Watch this video further as Heather dives into the details regarding these changes.
https://www.21alivenews.com/2025/01/10/foster-financial-inherited-ira-rule-changes-2025/
Caleb discusses some considerations for widows who inherit a non-qualified annuity from their spouse.
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.