Your Powerful Legacy

10/17/2026

When your year-end statements come in, consider a tax move that could pay off for decades to come.

Paying taxes on your nest egg in the months ahead can prevent you from worrying about the government’s twists and turns down the road.

10/14/2026

Retirement red flags aren’t always obvious. A withdrawal strategy can help you prepare for market changes and make more intentional decisions about your retirement income.

What does your withdrawal plan look like?

10/12/2026

There are a lot of unknowns in retirement. Your tax payments don’t have to be one of them.

By taking care of the taxes on your savings now, you can increase your financial confidence and decrease what you owe to the IRS.

10/09/2026

Although retirees are generally eligible for Medicare at age 65, the program may only pay a portion of people's medical expenses,

To help manage rising healthcare costs in retirement, you should be diligent about planning before leaving the workforce.

https://www.investopedia.com/health-care-is-eating-1-in-every-6-retirement-dollars-11980705



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.

Retirees are spending a sizable share of their income on healthcare, indicating that Medicare choices and pre-retirement planning are especially important for pre-retirees.

10/02/2026

Start planning your financial future with no cost or pressure.

The next two Tuesdays, Kristina Ping will share her professional insights on one of the most important pieces of retirement income planning. Reserve a free spot for you and a guest to attend.

09/24/2026

Most people are at least vaguely familiar with the concept of life insurance.

But this Life Insurance Awareness Month, we wanted to take the time to share a more in-depth look at how these policies work and how they could benefit you. https://ow.ly/Bgsq50ZB6o0



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.

Life insurance provides financial protection by offering a payout to loved ones after your death, helping cover expenses, replace income, and secure their future.

09/23/2026

Kristina appreciates having the independence to begin with the client, their questions, and their financial situation instead.

Tune into Your Powerful Legacy to learn more!

09/17/2026

Everyone has a different definition of “aggressive” and “conservative.”

At Powerful Legacy, we dig into the numbers behind the labels, ensuring a market dip won’t put your entire savings strategy at risk.

09/16/2026

Retirement can change the balancing act.

As markets move and your financial needs evolve, your portfolio may shift away from where you intended it to be. Regularly reviewing your investments can help keep your retirement plan aligned with your goals.

09/10/2026

When someone buys life insurance, they expect the money will be there to help the people they leave behind.

But as more Americans take on substantial debt, families are discovering financial obligations don't necessarily end with a person's death. Could lenders pull from life insurance proceeds to cover what they’re owed? It depends.
https://ow.ly/VVGL50ZB66l



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.

Life insurance is designed to protect your loved ones, but can issues with debt impact that? Here's what to know.