Foundations Asset Management, LLC is an independent wealth management firm dedicated to serving affluent clients, business owners and professionals by providing comprehensive, integrated planning and investment services. Our partnering with a local CPA firm provides access to knowledge and advice not usually found in other advisory firms.
Newsletters
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Seeking Synergy: Why Mergers and Acquisitions Matter to Investors
Find out how and why mergers and acquisitions take place (and why they matter to investors).
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What’s Required of the Executor of an Estate?
Being named the executor of an estate can be an honor, but this overview shows why it can also be a difficult and time-consuming job.
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Steps to Help Lower Capital Gains Taxes
Discover how the step-up in basis provision may help reduce capital gains taxes and preserve the value of assets left to heirs.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?