Most of the best year-end tax moves for retirees expire on December 31. Here are 7 to review this fall, from RMDs and QCDs to Roth conversions.
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Medicare Open Enrollment 2026: What’s Changing for 2027 and How to Review Your Coverage
Medicare Open Enrollment runs October 15 – December 7, 2026. Here’s what’s changing for 2027 and a simple checklist to review your coverage before the deadline.
How a Simple Oversight Can Derail Your Estate Plan
Even a small mistake—like an outdated beneficiary or an unfunded trust—can unravel your entire estate plan. Learn the most common oversights families make and how to ensure your legacy is protected.
Why Paying Off Debt Should Be Your First Step Toward Retirement Security
Retirement isn’t just about how much you’ve saved — it’s about how little you owe. By eliminating debt, you gain more than financial freedom — you reclaim peace of mind, reduce monthly obligations, and open the door to a truly stress-free retirement. At Foundational Wealth Partners, we believe the road to retirement security begins with one powerful step: becoming debt-free.
What Happens If You Die Without a Will? The Cost of Not Planning Ahead
Many people assume their assets will automatically pass to their spouse or children, but if you die without a will, your estate will be subject to intestate succession laws, which vary by state.
Maximizing Your Social Security Benefits: A Smart Retirement Strategy
Social Security benefits play a crucial role in retirement planning, yet many Americans miss out on maximizing their benefits due to a lack of knowledge. Whether you’re nearing retirement or planning ahead, understanding the best time to claim Social Security and how it fits into your overall retirement income strategy is essential.