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
-
Why Americans Are Eating Out Less Than Ever
Dining out is on the decline. Discover why Americans prepared about 82% of their meals and snacks at home in 2018.
-
Five Money Issues to Talk About Before the Wedding
Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.
-
Calculating Key Financial Ratios
The financial ratios that help measure an organization’s performance may also be used by potential lenders and investors. Learn more.
-
Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?