In my collegiate and professional life, I have witnessed first-hand the importance of financial literacy for young professionals starting out, and how financial illiteracy can be devastating to a person’s short- to medium-term balance sheet

Bond ladders 101 In the ever-changing world of finance, it's important to have a solid foundation in place. Using a bond ladder is a tried-and-true strategy that can provide you with a steady stream of income and predictable cash flow...

Next up on Lessons I’ve Learned as the Spouse of a Financial Planner is discussing the necessity of estate planning. More explicitly, I’ll be delving into why discussing your death is a must. It’s natural, most...

Readers may have noticed I have a fascination with currencies. Whether it’s fiat, gold, cryptocurrency, or cigarettes for prison inmates, the store of wealth and exchange of value in physical or abstract form rather than...

Number two for Lessons I’ve Learned as the Spouse of a Financial Advisor is making my money work smarter and not harder. If you’ve already engaged a financial advisor, this idea has already resonated with you. Few...

In my experience, smaller businesses providing services are usually best-taxed as S-Corporations. To that point, I advise a lot of my clients to either organize as an S-Corporation directly or have their LLC elect for...

Welcome to the first of our series: Lessons I’ve Learned as the Spouse of a Financial Advisor. Over the next couple months, I will be taking partial authorship and sharing some of my favorite things (so far) I have learned being...

Through my CPA practice, I meet a lot of business owners looking to grow their business. Earlier this year, one of my small business clients mentioned that she spoke to another business owner in the same field that wanted to sell...

Matt reviews the debt ceiling debate, inflation, and impacts to you & your financial plan.

At Foundation Wealth, we try to be as full-service as an advisory firm can be. The four pillars of financial planning are: 1) investment planning; 2) tax planning; 3) insurance planning; and 4) estate planning. As your...