Emotions can easily cloud our judgment when it comes to investing. In this video, Heather shares why relying on logic —not emotion— is key to making sound investment decisions.
Data and analysis do not represent the expected future performance of any investment product or strategy. The return and principal value of securities will fluctuate as market conditions change and shares, when sold, may be worth more or less than their original cost.
Caleb discusses how the stock market is impacted by conflict in the Middle East and how investors should respond.
Conflict in the Middle East & the Impact on Your 401k | Money Monday | WANE 15
Caleb outlines some important considerations when deciding to turn on Social Security when one spouse is retired and the other is still working.
Activating Social Security | Women’s Wealth Wednesday | WANE 15
In times of global conflict, it's important not to panic. Heather offers reassurance and conflict‑resilient investment ideas that may help you stay confident through any market turbulence.
Foster Financial: Sector investing in wartime
Caleb outlines some financial planning strategies to help retirees avoid the “Widow’s Tax Trap”.
Financial Checklist for Widows: Widow’s Tax Trap | Women’s Wealth Wednesday | WANE 15
"...budgeting isn't about telling you to spend less, it's about knowing what you spend." Heather emphasizes the importance of understanding your true budget, noting that it plays a crucial role in effective financial planning.
Caleb discusses how retirement savers 59.5 and older can use an in-service rollover to help plan for retirement.
Using a special 401k feature for those who are 59 and a half | Money Monday | WANE 15
Caleb outlines some important financial considerations for recent widows. Today, he discusses the final step – taking action.
Financial Checklist for Widows: Taking Action | Women’s Wealth Wednesday | WANE 15
In this video, Heather explains the importance of precise tax mapping—what it is, why it matters, and how it protects you from filing amendments or getting taxed incorrectly.
In this video, John dives further into dollar-cost averaging and its role in contribution strategies.
Foster Financial: Dollar cost averaging
Caleb discusses the importance of having a financial plan that accounts for inflation, especially when many forms of retirement income do not come with cost-of-living adjustments.
Accounting for Inflation in your Retirement Plan | Money Monday | WANE 15
Caleb outlines some important financial steps for recent widows to take. Today, he discusses contacting the right people.
Financial Checklist for Widows: Contacting People | Women’s Wealth Wednesday | WANE 15
Heather offers practical guidance to help you and your CPA prepare for the tax season.
Caleb sheds some light on how the OBBBA affects Social Security taxation, and how retirees can withhold taxes from their Social Security payments.
Should you still withhold taxes from Social Security? | Money Monday | WANE 15
Start 2026 with a fresh financial outlook. Heather dives into the importance of understanding your spending habits.
Caleb outlines some important financial steps for recent widows to take. Today, he discusses gathering the necessary documents.
Financial Checklist for Widows: Gathering Documents | Women’s Wealth Wednesday | WANE 15
Caleb discusses the 2026 Medicare premium increase and how to avoid IRMAA through a qualifying event or strategic tax planning.
2026 Medicare Premium Increase and IRMAA | Money Monday | WANE 15
Caleb discusses how Foster Financial can craft your personalized financial plan in 2026.
Getting a Financial Plan together in 2026 | Money Monday | WANE 15
John shares insights on the benefits of having a Health Savings Account in retirement.
Foster Financial: Retirement with a Health Savings Account
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, NY, OH, PA, TX.