Foundation Wealth Strategies, LLC

06/16/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

06/11/2026

Summer break? Not for your finances. These five to-dos will help ensure you stay on track.

06/10/2026

Did you miss our June 2026 webinar, "Summer Outlook: Heating Up or Cooling Down?" ☀️📊
No worries—we've got you covered! Catch the full replay anytime right here.
Stay informed and see what insights you may have missed!

raymondjames.com

06/09/2026

Style and sustainability can go hand in hand. Explore how fashion rental services provide a cost-conscious way to enjoy new styles while reducing waste:

raymondjames.com

06/05/2026

🚨 Don't Forget to Register! 🚨

Join us for our upcoming webinar:
📊 Summer Outlook: Heating Up or Cooling Down?

As we head into summer, key questions are emerging:

- Is the consumer starting to show signs of fatigue?
- How are rising costs—from gas to groceries—impacting the outlook amid ongoing geopolitical tensions?
- And after a strong earnings season and a tech-driven market rally… how much longer can it last?

Join us for insights on market trends and what may lie ahead.
🗓 Monday, June 8
🕓 4:00 PM ET

👉 Secure your spot today by registering at the link below

zoom.us

06/04/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

raymondjames.com

06/02/2026

To help create an effective retirement income plan, you should know these six things about Social Security survivor benefits:

raymondjames.com

05/29/2026

🎓 Graduation season is here—a time to celebrate big achievements and look ahead to what's next!

If a 529 college savings plan isn't part of your financial strategy yet, now is a great time to start thinking about it. These plans offer tax advantages and flexible options that can help you or your loved ones prepare for future education expenses.
Check out this article to learn more about the benefits of starting a 529 plan and how it can be used to support educational goals at every stage.

forbes.com

05/26/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/25/2026

This Memorial Day, we honor and remember the heroes who gave everything in service to our nation.