Welcome to the Foundation Wealth blog!  We hope you learn something! Please note, the opinions expressed in the blog are the views of the individual member of the team and may not be the opinion of the firm as a whole.  Please also note that this blog is traditionally used for education purposes and should not be construed as investment advice.  Please consult your individual advisor at Foundation Wealth & Tax Advisors for  personally crafted advice.

Latest posts

Simplifying Retirement Plan Management: The Value of 3(21) and 3(38) Advisors

In the realm of retirement plan oversight, the roles of 3(21) and 3(38) advisors stand out for their critical contributions to fiduciary responsibility and risk management. Understanding these roles and leveraging our expertise as a 3(21)or 3(38) advisor is key to enhancing your retirement plan's effectiveness while mitigating fiduciary liability.

Taxable Brokerage Accounts Are Great and Shouldn't Get a Bad Rap

Taxable brokerage accounts are great and shouldn’t get a bad rap (and I am willing to die on this hill). Taxable brokerage accounts tend to be considered less than favorable, but why does my opinion differ from popular belief?

Land Ownership vs. Renting In 2024

Which is the better financial move in 2024: renting or buying?

Book Recommendation: "The Price of Tomorrow" by Jeff Booth

In today’s rapidly changing world, I consider it essential to keep ourselves informed about the forces shaping our economy and financial markets. One book I recently re-read is a must-read for gaining a deeper understanding...


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