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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Five Red Flags That Raise the Odds of an Audit
Ever wonder why the IRS might take a closer look at a taxpayer’s return? This article discusses different types of audits and what might trigger one.
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HOT TOPIC: Government Acts to Blunt Financial Impact of Global Pandemic
A discussion of the measures being taken by the federal government to support workers, businesses, financial markets, and the economy in these trying times.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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?