Foster Financial Services

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Caleb discusses the major wealth transfer that is expected to occur in the coming years. Women are expected to inherit t...
06/25/2026

Caleb discusses the major wealth transfer that is expected to occur in the coming years. Women are expected to inherit the majority of these assets, so Caleb outlines some tips to keep in mind.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you need to know about Spousal Inheritance Planning. Learn more at foster…

Caleb discusses some rules around restricted stock units and how they should be factored into a financial plan. Se...
06/24/2026

Caleb discusses some rules around restricted stock units and how they should be factored into a financial plan.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses Restricted Stock Units and how they impact your portfolio. Learn more at foste…

Join Heather as she discusses the rules on qualified charitable distributions. Securities and Advisory Services of...
06/19/2026

Join Heather as she discusses the rules on qualified charitable distributions.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

We’re joined by Foster Financial CEO and Holistic Financial Planner Heather Foster to discuss rules on qualified charitable disruptions.

Caleb outlines some of the main financial considerations when having a child. Today, he discusses 529 accounts and Retir...
06/16/2026

Caleb outlines some of the main financial considerations when having a child. Today, he discusses 529 accounts and Retirement Planning.







Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you should consider when it comes to your finances as you prepare to have…

Caleb discusses some important concepts when considering the use of a Home Equity Line of Credit. Securities and ...
06/10/2026

Caleb discusses some important concepts when considering the use of a Home Equity Line of Credit.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses Home Equity Line of Credit (HELOC) and when is the best time to use one. Learn…

Inheriting wealth involves a number of important rules and considerations. John emphasizes the importance of understandi...
06/04/2026

Inheriting wealth involves a number of important rules and considerations. John emphasizes the importance of understanding the legal aspects involved.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

We chat with Foster Financial’s Holistic Financial Planner John Pynchon about pension election strategies.

Wondering what to do with unused 529 funds? Heather walks through potential options and what to consider next. 529...
05/28/2026

Wondering what to do with unused 529 funds? Heather walks through potential options and what to consider next.





529 Plan State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income tax and a 10% federal penalty tax. Please consult your tax adviser for more information. Investments involve risks, including loss of principal. Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

We’re joined by Foster Financial CEO and Holistic Financial Planner Heather Foster to discuss what to do with leftover 529 Funds.

Caleb outlines how lump sum pension payouts work and who may benefit from choosing this option. Securities and Adv...
05/19/2026

Caleb outlines how lump sum pension payouts work and who may benefit from choosing this option.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses pensions and the various payout options, including receiving it as a lump sum.…

Caleb outlines some of the main financial considerations when having a child. Today, he discusses cashflow and life insu...
05/14/2026

Caleb outlines some of the main financial considerations when having a child. Today, he discusses cashflow and life insurance.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you should consider when it comes to your finances as you prepare to have…

Caleb discusses recent market trends around dips in the market – even during years where there is a positive return. ...
05/07/2026

Caleb discusses recent market trends around dips in the market – even during years where there is a positive return.





Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses the recent market volatility and how to navigate the ups and downs in your por…

Address

2720 Dupont Commerce Court, Suite 170
Fort Wayne, IN
46825

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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