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.

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.

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.

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.

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...

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...

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

A Health Savings Account (“HSA”) is a personal savings account that can grow tax-free funds for medical expenses. They were introduced in...

Matt and I had an alternative date night last night, November 29th. We had the pleasure of attending Axios Charlotte's Power Players event at the stunning Mint Musuem. We also got to hear from thought-provoking entrepreneurs...

When the news broke yesterday that Charlie Munger passed away, three of my clients and friends texted or emailed me to say “rest in peace Charlie.” I don’t recall if I had ever told them that I was a fan of...