Estate and Retirement Planning with Sam Hoss

05/13/2026

What do YOU hope to achieve in retirement?

Many people walk away from work with visions of a cruise or a trip to the beach. But retirement is much more than a long weekend; it could last three decades or more! Proper planning ensures your money lasts a lifetime.

05/06/2026

Do we need to dust off your financial strategy?

For many people, an updated plan is long overdue. A spring cleaning of your finances doesn't require dramatic lifestyle changes, just a look around for hidden culprits that can be easily cleaned up and replaced with better habits.

Here's where to look:
https://ow.ly/3Mc550YOOJH



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.

Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

05/04/2026

Meet the person behind the name. 👋

Sam Hoss has spent decades helping people think through retirement, estate planning, and the bigger picture. His approach is rooted in consistency, education, and doing right by the people he serves.

Have you started thinking about your long-term plan yet?

04/23/2026

When you work with Hoss, you’re the boss.

At Hoss Financial, we don’t start building a financial strategy until we’ve learned your specific wants and needs. Only then do we get to work creating a custom-tailored plan that suits you.

04/20/2026

Whether you lean bullish or bearish, a sound financial plan holds up in any economy.
On Estate and Retirement Planning With Sam Hoss, we dive into strategies that can provide lifetime streams of guaranteed income.

04/18/2026

With 40-plus years of industry experience, Sam Hoss focuses on the needs of successful professionals, high net-worth individuals, business owners and retirees.

Honesty, empathy, hard work, a solid education and a passion to truly serve his clients are some of the principles Sam follows every day as the rule of ethical conduct.

04/15/2026

Give retirement your best shot!

Tune into Estate and Retirement Planning With Sam Hoss to hear how the latest economic developments could impact your financial future.

04/09/2026

Mistakes happen, but the government isn’t always so forgiving.

Here are some of the most common errors people make on their income tax returns, along with some tips from the IRS about how they can easily be avoided.

https://ow.ly/ruZ450Yzk7c



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.

Tax Tip 2026-13, Feb.17, 2026 — Mistakes and errors can happen, but most are easily avoidable when it comes to filing federal income tax returns. Taxpayers are encouraged to review their entire return before filing to make sure it is correct and complete.

04/06/2026

Filling out the right tax forms can help keep your retirement on schedule.

As you may have heard, the Big Beautiful Bill created additional tax deductions. Completing the newly created Schedule 1-A is your key to receiving them.

https://ow.ly/HHTe50Yzk2M



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.

The 2026 tax filing season has begun. Here's what you need to know to file your return.

04/04/2026

Final countdown: 10 days left to file your taxes!

If you’ve waited this long to file, there’s probably a reason. Talk to Hoss Financial about how we can simplify the process, and minimize your tax obligations next year and for all the tax seasons to come.

04/03/2026

There are several changes this tax season for people 65 and older, including enhanced deductions for seniors.

Check out this rundown from the IRS about what’s new, as well as some reminders specifically for seniors.

https://ow.ly/lyuO50YzjVm



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.
This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.

Tax Tip 2026-14, Feb. 19, 2026 — There are some changes for the 2026 tax filing season that people who are 65 years of age and older should be aware of. The most recent being the enhanced deduction for seniors, which is a provision of the One, Big, Beautiful Bill.