Your Powerful Legacy

06/15/2026

This article shares thoughtful perspective on safeguarding what matters most for the years ahead:
https://ow.ly/VINl50YZQTT



A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and estate/legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies.
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 view 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.

It might be time for a financial check-in to see how much you really need to invest in the markets.

06/11/2026

Don't let Uncle Sam shake up your savings.

The IRS always has an eye on your retirement accounts … the question is, how much does your plan allow them to take?

06/08/2026

Uncle Sam may be a “silent” partner in your retirement, but if you wait too long to take care of your taxes, it can cause quite a commotion.

Reducing your tax burden now, while rates remain low, could be a good idea for both the short and long term.

06/04/2026

Kristina Ping and Eric White are passionate about helping others build a meaningful legacy through thoughtful retirement and financial planning.

Follow Your Powerful Legacy for conversations focused on preparing for the future.

05/28/2026

Asset allocation plays a bigger role in retirement than most people realize.

Finding the right balance can help support growth while protecting what you’ve built over time.

Do you feel like your current strategy is balanced for your goals?

05/25/2026

When you first enter retirement, it’s hard to know if you’re burning through your savings too quickly.

The good news is, there are products that guarantee income for the duration of your retirement, no matter how many decades that may be.

05/21/2026

Powerful Legacy TV with host Cynthia DeFazio is worth adding to your watch list 📺

Tune in for conversations focused on protecting your future and planning for what matters most.

Make time to watch this week and see what resonates with you.

05/18/2026

Retirement isn’t just a finish line, it’s a journey.

It’s about growing, finding purpose, and protecting what matters along the way.

What does your ideal retirement journey look like?

05/14/2026

That “retirement number” keeps getting bigger… 💭

Many people think they need around $1.46M to retire, but most aren’t anywhere close, and rising costs aren’t helping.

Take a closer look here: https://ow.ly/fnRx50YOOi2

Do you have a number in mind for your own retirement?



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Most people fall far short of the savings they say they will need to maintain their standard of living in retirement, data shows.

05/10/2026

To the moms who give so much of themselves every day. 💐

Today is a reminder to celebrate the love, care, and strength you bring to your family and your legacy.