Foundation Wealth Strategies, LLC

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.

05/21/2026

🎸 Nashville Highlights!
Emerson and Tim were in Nashville attending a First Trust Investment Forum.
They had the opportunity to tour the AB Home offices and connect with some great professionals in the industry. They met with Jim Bowen, owner of First Trust in Wheaton, and Keith Litavsky, external wholesaler for First Trust Portfolios based in Winfield.
Valuable insights, strong connections, and a great experience all around!

05/19/2026

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts:

raymondjames.com

05/15/2026

📣 Did You Miss May's Webinar?

Resiliency Amid Uncertainty: Markets, Energy, and the Iran Conflict
No worries—we've got you covered! ✅
You can still catch all the insights and expert perspectives.
▶️ Watch the replay here:

raymondjames.com

05/14/2026

Your home holds memories, and it can also hold important decisions. If you're considering passing on your home to your children or other loved ones, open communication now can help everyone approach what comes next with clarity and confidence. Read more on tips for navigating these important conversations:

raymondjames.com