Caleb discusses some key points to be aware of during election years and how they can impact your finances.
https://www.wane.com/lifestyle/living-local-15/elections-impact-on-investments-money-monday/
Caleb discusses two key pension payout options within INPRS – Straight Life and 100% Joint and Survivor.
Caleb discusses the basics of Employee Stock Purchase Plans and some key features to be aware of.
https://www.wane.com/lifestyle/living-local-15/employee-stock-purchase-plan-money-monday/
Caleb discusses how leveraging Net Unrealized Appreciation (NUA) can save investors on taxes within their 401(k) plan.
https://www.wane.com/lifestyle/living-local-15/nua-net-unrealized-appreciation-wealth-wednesday/
Caleb discusses the risk of losing purchasing power in retirement and how to mitigate that risk through the stock market.
https://www.wane.com/lifestyle/living-local-15/navigating-inflation-womens-money-monday/
Caleb discusses how to add some diversification to your portfolio in light of recent market swings.
https://www.wane.com/lifestyle/living-local-15/sp-500-and-growth-trends-wealth-wednesday/
Caleb discusses how surrender charges work for Fixed Indexed Annuities.
Caleb discusses how the lower-than-expected Q1 GDP data may impact the markets and they key steps to take for your retirement planning.
Caleb discusses some of the key crediting strategies for fixed indexed annuities.
https://www.wane.com/lifestyle/living-local-15/navigating-fixed-index-annuities-womens-money-monday/
Watch more as Heather discusses the importance of understanding legislative risks.
https://www.21alivenews.com/2024/04/30/foster-financial-understanding-legislative-risks/
How potential future tax increases should impact your financial planning right now. Caleb discusses a document released from the CBO that proposes raising taxes in the future. He also talks about some strategies to mitigate this risk.
Caleb discusses how income riders typically work on fixed indexed annuities and the importance of making sure the riders are benefitting investors.
https://www.wane.com/lifestyle/living-local-15/all-about-income-riders-womens-money-monday/
"...people sleep well at night when they know they can trust their financial advisor..." Watch to find out how Foster Financial Services may be a good fit for you.
https://www.21alivenews.com/2024/04/22/foster-financial-catching-up-with-heather/
Caleb discusses a document released from the CBO that proposes eliminating itemized deductions. While this was not implemented into law, it shows that itemized deductions could be on the chopping block in the future.
https://www.wane.com/lifestyle/living-local-15/discussing-the-proposed-tax-changes-wealth-wednesday/
Caleb begins discussing the ins and outs of Fixed Index Annuities, also known as FIAs. Stay tuned to find out more.
https://www.wane.com/lifestyle/living-local-15/fixed-index-annuities-womens-money-monday/
Caleb speaks on the primary function of portfolio rebalancing. Keep watching to learn more!
https://www.wane.com/lifestyle/living-local-15/rebalancing-your-portfolio-wealth-wednesday/
Caleb discusses long-term care insurance and how to navigate the possibility of future rate hikes.
Many people are not using one of the key benefits of an HSA – the tax-free growth! If your HSA is not invested, then it’s not growing with the stock market. Caleb discusses some key HSA strategies.
Caleb discusses how important it is for your financial advisor and your CPA to be on the same page. Foster Financial keeps open communication with CPAs to benefit clients.
https://www.wane.com/lifestyle/living-local-15/tax-strategizing-wealth-wednesday/
Watch this video to learn more about Heather's background in the financial industry, how Foster Financial came to be, and why she calls Fort Wayne home.
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 CA, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane securities licensed in GA, IN, MI, MN, PA, SC, TX.
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