Joshua Lutton, RICP - Foundations Financial Partners

10/30/2023

07/18/2023

Check us out! Proud of our group!

Firm with $881 million in assets will take advantage of Entrepreneurial Capital program to support its acquisition and succession plans.

04/27/2023

Banking crisis and mortgage rates, what does this mean?

Mortgage rates have taken would-be buyers on a ride this year — and it's only March.

04/16/2023

Tips for controlling spending and growing savings

We all could benefit from some tips to control spending and build up a savings stash.

04/11/2023

The 50-30-20 Budget

The rule keeps budgeting simple while helping prioritize savings and pay off debt.

02/24/2023

5 savings mistakes people make when building their financial life

The road to financial independence is not easy, and usually requires patience and diligence early on.

02/17/2023

3 ways to know if your financial advisor understands estate planning

Disclaimer: Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

If they understand the value and mechanics of estate planning, they can offer you peace of mind and the support your loved ones will need when you’re gone.

02/10/2023

Charitable giving in 2023

Major giving trends are likely to be increased asset giving when equity markets recover, growing trust-based philanthropy, an acceleration in legacy giving and more.

12/20/2022

Wishing you the happiest of holidays surrounded with peace, joy and love.

12/02/2022

Aging brings a lot of changes, but a care plan helps ensure you and your family can face the future with confidence — and make each moment count. I can help.

11/28/2022

Our health changes as we age – do you have a plan in case “what if” becomes “what now”? I can help.

11/24/2022

Giving thanks for all the wonderful people who support my practice. Enjoy your day with those you love most!