Caleb discusses a common misconception when it comes to assuming how much retirees will spend each year in retirement.
Retirement Misconceptions | Women’s Wealth Wednesday | WANE 15
Financial portfolios should be tailored to each individual's unique needs. Heather discusses the various components that can influence the design of a personalized financial portfolio.
Caleb discusses a common misconception when it comes to deducting expenses for a business.
Misconceptions Regarding Business Deductions | Money Monday | WANE 15
Caleb discusses the new rules from the Big Beautiful Bill on deducting car loan interest.
Big Beautiful Bill: Deductions on New Car Loans | Women’s Wealth Wednesday | WANE 15
John discusses the topic of Trump accounts, which were recently introduced following the passing of the Big Beautiful Bill. Watch this video to learn more.
In this video, Heather points out that advisor fees are common—but the real question is, what are you getting in return for the service you're paying for?
Caleb discusses the new rules from the Big Beautiful Bill on the taxation of tips and overtime.
The Big Beautiful Bill: No Tax on Tips & Overtime | Money Monday | WANE 15
Caleb discusses how the Big Beautiful Bill creates “Trump Accounts” that can be used to help children start investing for their future.
Big Beautiful Bill: Trump Accounts | Women’s Wealth Wednesday | WANE 15
"…if you find that emotions are driving your decision making at all, you might want to consider partnering with a financial advisor…"
In this segment, Heather emphasizes the importance of removing emotions in financial decisions particularly during periods of market or legislation uncertainty.
Foster Financial: Keeping emotions with risk and legislation in check
In this video, John walks you through steps to take in identifying an effective investment strategy for your 401(k) or employer-sponsored retirement plan.
Caleb discusses how the Big Beautiful Bill impacts how much taxpayers can itemize for state and local taxes including property taxes.
The Big Beautiful Bill: State & Local Taxes | Money Monday | WANE 15
Caleb discusses how the Big Beautiful Bill adds a “Senior Bonus” aimed at offsetting some Social Security taxes.
Big Beautiful Bill: Will my Social Security be Taxed? | Women’s Wealth Wednesday | WANE 15
Managing an estate can be a complex responsibility, with many moving parts to consider. In this video, Heather provides guidance on how to navigate the process.
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.
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, OH, PA, TX.