Welcome to the Foundation Wealth blog. 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

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...

Unlocking Financial Benefits Navigating Secure 2.0 Tax Credits For Your Business

The introduction of the SECURE 2.0 Act marks a significant step forward in retirement planning for individuals and financial incentives for businesses. This legislation builds upon the foundations laid by the original SECURE Act.

Choosing Between Roth and Traditional Retirement Accounts: A Strategic Approach

As a CFP, a common query I encounter is whether to opt for traditional (pre-tax) or Roth (post-tax) retirement accounts. It may seem like an easy question that any entry level financial advisor could answer, but there is nuance.

January 2024 Letter

As we close the chapter on 2023 and start 2024, I want to take a moment to reflect on the journey we've navigated together and look forward to the path that lies ahead.

Unfunded Liabilities and a Long-Term Fix to Social Security and Medicare

In our ongoing efforts to keep you informed about important financial concepts and their implications, today we're going to delve into the topic of U.S. unfunded liabilities and a potential fix.

How Accurate Is the Economic Data We Receive (and How Well Is It Analyzed)?

The discrepancy between payroll and household surveys reveals a significant gap in employment data, with implications for the overall health of the job market and economy.

Elevating Your Business in 2024: Smart 401(k) Strategies for Employers

As we embrace the new year, it's an opportune time for businesses to refine and strengthen their employee benefits strategy, with a special focus on 401(k) plans. A robust 401(k) plan is not just a tool for employee retirement...

Welcome Graham to the Team!

The Foundation Wealth and Tax Advisors team is thrilled to announce the addition of Graham Mull to our team. Graham will be working with the team as the Director of Qualified Plans as we continue to enhance our advisory offerings for...

Paying Your Kids Through Your Business

It can be a wise, income-shifting strategy to pay your child through your small business. How to do it right?

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