Embarking on the journey of financial planning and legacy building can often seem daunting, especially as we progress beyond the age of 45. However, the truth is that it's never too late to start shaping a secure financial future and a meaningful legacy. Whether...
Estate planning is the process of managing your assets during your lifetime and ensuring their efficient transfer to your loved ones after your passing.
Are you interested in hiring a holistic financial planner to help you identify and reach your financial goals? Foundational Wealth Partners can help!
Here are five reasons why it’s a good idea to review your retirement cash flow with a financial planner: Assess your current retirement plan: A financial planner can review your current retirement plan to ensure that it aligns with your financial goals and objectives....
When it’s a bull market and your funds are invested with Edward Jones or Merrill Lynch, the finance giants will reward you with smiles and satisfaction. But if the economy hits a low and you even hint at moving your funds, that charm disappears faster than toilet paper during a pandemic.