Plan Today, Own Tomorrow

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Plan Today, Own Tomorrow The second act is calling. Join Garry Thurman and crew of Guardian Investment Advisors on TV as he guides your towards a happy and secure retirement.

Our show covers topics like current events and local happenings in Tennessee, in addition to educating our audience on the latest investment trends and financial strategies. You will not want to miss this. WDEF CBS: Fridays at 10:30am & Saturdays at 7:00pm. Subject to change. Check local listings.

The bad news: Healthcare costs are climbing again next year.The good news: Part B rate hikes are expected to stay well u...
10/17/2026

The bad news: Healthcare costs are climbing again next year.
The good news: Part B rate hikes are expected to stay well under 5%.

Here is what beneficiaries need to know.
https://www.kiplinger.com/retirement/medicare/medicare-2027-how-much-premiums-are-set-to-rise



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”) deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the views or opinions of Foundations. Nothing herein constitutes investment, legal, or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk, and past performance is no guarantee of future results.
Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.
This is not endorsed by the U.S. government or associated with any federal Medicare program. If applicable, we do not offer every plan available in your area and contacting us will direct you to a licensed insurance agent. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.
This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency
A Roth conversion may not be suitable for your situation.
The primary goal of a Roth conversion is generally to reduce future tax liability on retirement distributions.
Please consult with your tax and legal professionals before implementing any Roth conversion strategy.

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

Medicare’s Annual Enrollment Period is here. Now is a good time to review your current coverage and see if anything has ...
10/15/2026

Medicare’s Annual Enrollment Period is here. Now is a good time to review your current coverage and see if anything has changed for the year ahead.

Enrollment is open through December 7.



This is not endorsed by the U.S. government or associated with any federal Medicare program. If applicable, we do not offer every plan available in your area and contacting us will direct you to a licensed insurance agent. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.

A few buckets can make a big difference. When every part of your retirement plan has a purpose, it’s easier to see how i...
10/12/2026

A few buckets can make a big difference. When every part of your retirement plan has a purpose, it’s easier to see how it all works together.

10/09/2026

Retirement planning might have more in common with Bugs Bunny than you’d think.

Running out of money, inflation, and taxes are real concerns, but the plan you start with doesn’t have to stay the same forever. Sometimes staying ahead means knowing when to pivot and adjust.

Retirement planning, by the book.Host Cynthia DeFazio sits down with founder Garry Thurman to break down the steps that ...
10/07/2026

Retirement planning, by the book.

Host Cynthia DeFazio sits down with founder Garry Thurman to break down the steps that can help you feel more confident about your financial future.

09/23/2026

There are plenty of ways you can help set your children up for financial success.

Through a 529 plan, an UTMA, or even life insurance, you can give kids a leg up from Day 1.

Your financial future starts with the decisions you make today.A thoughtful plan can help you stay focused on what matte...
09/21/2026

Your financial future starts with the decisions you make today.

A thoughtful plan can help you stay focused on what matters and prepare for the road ahead. What does your financial tomorrow look like?

Financial planning can help point you in the right direction.As markets move, your investments can shift away from where...
09/16/2026

Financial planning can help point you in the right direction.

As markets move, your investments can shift away from where they started. A regular review can help keep your portfolio aligned with your retirement goals.

09/14/2026

A little savings goes a long way, especially when you start young.

Thanks to compound interest, setting aside a little money for the next generation could pay big dividends by the time they’re grown.

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1825 Gunbarrel Road, Suite 300
Chattanooga, TN
37421

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