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Foundation Wealth and Tax Advisors is a trusted and forward-thinking financial advisory firm dedicated to helping individuals, families, and businesses build and safeguard their financial futures. With a focus on comprehensive wealth management and strategic tax planning, we offer tailored solutions designed to optimize your financial well-being and ensure long-term prosperity.

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About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say ""talk to your accountant"" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just ""suitable."" We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Contact Information

Foundation Wealth and Tax Advisors

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foundation wealth and tax advisors charlotte-nc

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Foundation Wealth and Tax Advisors on QA Central

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Learn about Foundation Wealth and Tax Advisors, Consultants in Charlotte-NC, . Find Foundation Wealth and Tax Advisors reviews and more on QA Central.

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Protecting Your Retirement from Inflation

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Protecting Your Retirement from Inflation

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Many people are concerned about inflation on a national and global level. But a lot of my clients’ concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be worth. Over time, it can seriously dwindle your nest egg, which is the opposite of the direction you’re trying to go in.

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Many people are concerned about inflation on a national and global level. But a lot of my clients' concerns are much closer to home. On a personal level, inflation unquestionably affects how much your retirement dollars will be worth. Over time, it can seriously dwindle your nest egg, which is the opposite of the direction you're trying to go in.

With that in mind, we wanted to share some helpful guidance regarding inflation's impact on your retirement. You can also take some steps to mitigate its impact, which I also wanted to share.
Inflation's impact on retirement

According to research, a 1% inflation rate over twenty years would eat up $34,406 of your Social Security benefits alone (LIMRA, 2016). If the inflation rate increases to 3%, the difference would be over $117,000.

In 2018, the Centers for Medicare and Medicaid Services estimated that healthcare expenditures increased by 4.6% over the previous year. Over that same period, inflation averaged 2.4%. Translation? Even when inflation is low, you may be hit harder than others because the expenses that affect you most continue to rise.

Healthcare isn't the only thing that can drive up your expenses. Housing, travel, and supporting children and grandchildren also influence how much you spend and how fast your retirement savings deplete.

How to mitigate inflation's effects

Consider downsizing. Trading in a larger home for a smaller one, even if the mortgage is paid off, reduces your costs associated with property taxes, utilities, homeowners insurance, and maintenance.

Expand your investments1. Add investments to your portfolio that may increase in value as inflation rises, such as Real Estate Investment Trusts (REIT) or energy sector stocks.

Balance with bonds2. Balance stock investments with more conservative options, such as bonds.

Inflation can lessen your retirement savings, but it doesn't have to affect your dreams for the golden years. Reach out, and let's pull together an effective retirement planning strategy to help you overcome inflation's subtle influence. Foundation Wealth and Tax Advisors is here and happy to help. Contact us for strategic retirement planning in Charlotte.

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Protecting Your Retirement from Inflation: Strategies and Insights

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Many people are concerned about inflation on a national and global level. But a lot of my clients' concerns are much closer to home. On a personal level, infl

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As you may know, the current tax exemption amount of $13.61 million is scheduled to revert to its previous $5 million threshold in 2026 (likely adjusted for inflation to $7 million). The Biden Administration has proposed further lowering the current lifetime estate and gift tax exemption amount to $3.5 million and increasing the estate tax rate from 40 to 45%.

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With 2024 in full swing, here are some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out to our team with any questions.
Tax Changes in 2026
As you may know, the current tax exemption amount of $13.61 million is scheduled to revert to its previous $5 million threshold in 2026 (likely adjusted for inflation to $7 million). The Biden Administration has proposed further lowering the current lifetime estate and gift tax exemption amount to $3.5 million and increasing the estate tax rate from 40 to 45%.

Under current law, if someone's estate is valued at $10 million at time of death, there would be no federal tax owed since the estate falls below the $13.61 million exception. However, this same person would likely owe taxes on $3 million of the $10 million estate if the current exemption level is sunsetted in 2026 as expected, with the $3 million taxed at 40% (or 45% if the Biden Administration's proposal becomes law).

Depending on your goals and current financial situation, estate tax planning strategies before the exemption reduction can help maximize the current higher exemption levels, as demonstrated in the example above. Below, I've outlined just a few strategies to consider before 2026:

Spousal Lifetime Access Trust (SLAT): This irrevocable trust allows one spouse to transfer wealth to the other while excluding future appreciation from estate taxes. The beneficiary spouse retains limited access to the assets, offering flexibility. However, the donor spouse cannot benefit directly from the assets in the SLAT and must have sufficient other assets for their needs. It's important for the donor spouse to have enough funds outside of the SLAT to meet all of their financial obligations and needs.

Credit Shelter Trust (CST): Upon the death of one spouse, a portion of their assets goes into this trust and is passed to beneficiaries after the surviving spouse's death. The trust shields the assets from estate taxes upon the second spouse's death. A possible downside is the potential for higher income taxes for beneficiaries, as assets in the trust receive only one step-up in basis. As a result, when beneficiaries sell these assets, they might face higher capital gains taxes due to the increased difference between the asset's original basis and its sale price.

Especially given the potential changes, it's crucial to regularly review and update your estate planning strategies to ensure it aligns with the current laws and your personal goals.

I hope this overview was helpful for you. Foundation Wealth and Tax Advisors is at your disposal; contact us today.

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With 2024 in full swing, here are some key estate planning considerations for the year ahead. I encourage you to take a look below and do not hesitate to reach out to our team with any questions. Tax Changes in 2026 As you may know, the current tax exemption amount of $13.61 million is...

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2023 Financial Recap & 2024 Outlook: U.S. Markets, Investments, and Economic Trends

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2023 Financial Recap & 2024 Outlook: U.S. Markets, Investments, and Economic Trends

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In 2023, U.S. equities exhibited strength, resilience, and a certain defiance of conventional expectations. Despite periods of bearish sentiment in March and October, triggered by regional bank concerns and elevated interest rates, the year concluded with remarkable returns. The S&P 500 recorded a 24.23% gain, the Nasdaq 100 soared by an impressive 53.81%, and the Dow Jones Industrial Average experienced a rise of 13.70%.

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basic framework for SME, Intranet/extranet, corporate network.. or social media website supporting a Million users…

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This past year has been financially trying for many individuals and families in the face of record inflation numbers and a looming recession. And with rising credit card debt that averaged $9,000 per household in the first half of 2022, Americans may be tempted to turn to other sources of income and savings to pay down these balances. In fact, I’ve had a few clients reach out about tapping into their retirement savings.

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This past year has been financially trying for many individuals and families in the face of record inflation numbers and a looming recession.

And with rising credit card debt that averaged $9,000 per household in the first half of 2022, Americans may be tempted to turn to other sources of income and savings to pay down these balances. In fact, I've had a few clients reach out about tapping into their retirement savings. Using retirement funds presents a few key complications that can make it a bad financial decision long term and can negatively affect your retirement planning.

First, you may pay considerable taxes on any withdrawals. For example, a 401(k) is meant to be left untouched until age 59½. Try to withdraw funds prior, and you'll pay income taxes in addition to a 10% penalty. Fees and taxes may exist with IRAs and Roth IRA accounts as well. Costing yourself to access your own funds should be avoided when possible.

As a general rule, you should leave your retirement funds alone unless you have no other way to pay for essentials like food or housing. Instead of tapping into your savings in advance and losing out on tax breaks and interest accrual that could benefit you later in life, consider these tactics:

The team at Foundation Wealth and Tax Advisors also explores ways to borrow against your assets should the need arise. Check it out .

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This past year has been financially trying for many individuals and families in the face of record inflation numbers and a looming recession...

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Unlock Tax Savings: Foundation Wealth & Tax's Guide to 2023 Credits

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Unlock Tax Savings: Foundation Wealth & Tax's Guide to 2023 Credits

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By collaborating with a Financial Advisor In Charlotte who also specializes in tax matters, like Foundation Wealth and Tax, you gain a strategic partner in navigating these intricate tax considerations. Their expertise ensures not only comprehensive financial planning but also optimization of tax strategies tailored to your unique circumstances.

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Unlock Tax Savings: Foundation Wealth & Tax’s Guide to 2023 Credits

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Unlock Tax Savings: Foundation Wealth & Tax’s Guide to 2023 Credits

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Embark on a journey to financial prosperity in Charlotte, NC with the seasoned expertise of Foundation Wealth and Tax Advisors. As your trusted Financial Planner, we craft personalized strategies, offering comprehensive guidance and meticulous planning to ensure your enduring financial success and peace of mind.

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Financial Planning that includes tax advice

About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say ""talk to your accountant"" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just ""suitable."" We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Contact Information

Foundation Wealth and Tax Advisors Specialties

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Foundation Wealth and Tax Advisors on Naples City Directory

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Learn about Foundation Wealth and Tax Advisors, Local Business in Charlotte-NC, . Find Foundation Wealth and Tax Advisors reviews and more on Naples City Directory.

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RMD Tax Strategies with Foundation Wealth & Tax in Charlotte

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RMD Tax Strategies with Foundation Wealth & Tax in Charlotte

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Working with a financial advisor in Charlotte, like Foundation Wealth and Tax Advisors, ensures a personalized approach to RMD strategies, aligning with your financial objectives and considering local tax implications.

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Navigate your financial landscape in Charlotte, NC with confidence, guided by the expertise of Foundation Wealth and Tax Advisors. As your trusted Financial Advisors, we tailor strategies for your unique goals, ensuring a secure and prosperous future through thoughtful planning and wealth management.

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Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Contact Information

About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say ""talk to your accountant"" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just ""suitable."" We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Foundation Wealth and Tax Advisors Specialties

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Follow The Isokorigari Business Listings Expert Here. You Can Visit Foundation Wealth And Tax Advisors Profile at Isokorigari Local Business Directory

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Foundation Wealth And Tax Advisors is a Website Digital Marketing Directory with areas of focus in Local Business Directory. Contact Foundation Wealth And Tax Advisors. Foundation Wealth And Tax Advisors photos, reviews, articles

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A Comprehensive Guide to Choosing Between 401(k) and IRA

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A Comprehensive Guide to Choosing Between 401(k) and IRA

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Ultimately, the choice between a 401(k) and an IRA may depend on individual circumstances, such as employment status, employer benefits, investment preferences, and tax considerations. Many individuals use a combination of both to maximize their retirement savings and take advantage of the unique features each option offers. It's advisable to consult with a financial advisor in Charlotte, such as Foundation Wealth and Tax Advisors, to determine the best strategy based on your specific financial goals and situation.

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Both 401(k) and Individual Retirement Accounts (IRA) are popular retirement savings vehicles in the United States, each with their own set of benefits. Here's a comparison of the two:
Benefits of 401(k):
1. Employer Match: Many employers offer a 401(k) match, meaning they contribute a certain percentage of your salary to your 401(k) account. This is essentially free money and a significant benefit if you are not self-employed.

2. Higher Contribution Limits: 401(k) plans typically have higher contribution limits compared to IRAs. In 2023, the annual contribution limit for a 401(k) is $20,500 (plus an additional $6,500 catch-up contribution for those aged 50 or older).

3. Loan Option: Some 401(k) plans allow participants to take out loans against their account balance. While this can be a useful feature in times of financial need, it's essential to consider the potential drawbacks and consequences.

4. Contribution Flexibility: Employers can choose to allow both traditional and Roth contributions within the same 401(k) plan, providing employees with some flexibility in tax treatment.

5. Automatic Payroll Deductions: Contributions to a 401(k) are often deducted automatically from your paycheck, making it a convenient and disciplined way to save for retirement.
Benefits of IRA:
1. Investment Flexibility: IRAs typically offer a broader range of investment options compared to 401(k) plans. This can be advantageous for individuals who want more control over their investment choices.

2. No Employer Dependency: IRAs are not tied to employment, so individuals can contribute to an IRA regardless of their employment status. This is particularly beneficial for those who are self-employed or don't have access to a 401(k) plan.

3. Estate Planning Advantages: IRAs may offer more flexibility in terms of estate planning, including the ability to designate beneficiaries and potentially pass on assets with favorable tax treatment.

4. Lower Fees: In some cases, IRAs may have lower fees compared to 401(k) plans, especially if an individual chooses a low-cost provider.

Ultimately, the choice between a 401(k) and an IRA may depend on individual circumstances, such as employment status, employer benefits, investment preferences, and tax considerations. Many individuals use a combination of both to maximize their retirement savings and take advantage of the unique features each option offers. It's advisable to consult with a financial advisor in Charlotte, such as Foundation Wealth and Tax Advisors, to determine the best strategy based on your specific financial goals and situation.

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A Comprehensive Guide to Choosing Between 401(k) and IRA

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Both 401(k) and Individual Retirement Accounts (IRA) are popular retirement savings vehicles in the United States, each with their own set of benefits. Here's a comparison of the two: Benefits of 401(k): 1. Employer Match: Many employers offer a 401(k) match, meaning they contribute a certain percentage of your salary to your 401(k) account.

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Exploring the Financial Benefits of Real Estate Investment Trusts (REITs)

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Exploring the Financial Benefits of Real Estate Investment Trusts (REITs)

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A Real Estate Investment Trust (“REIT”) is a company that owns, operates, or finances income-generating real estate. REITs pool the capital of many investors to purchase a diversified portfolio of properties, such as apartment complexes, commercial buildings, hotels, or other types of real estate. These trusts are designed to provide a way for individual investors to access and invest in large-scale, income-producing real estate without having to directly buy and manage properties.

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At Foundation Wealth and Tax Advisors, we proudly serve as Charlotte's premier Insurance Planning Experts. With a deep understanding of insurance products and a commitment to personalized solutions, we are your dedicated partners in safeguarding your financial future. Trust in Foundation Wealth and Tax Advisors to guide you through the intricacies of insurance planning, providing you with the peace of mind and security you deserve.

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Get Directions View On Larger Map

More About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say ""talk to your accountant"" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just ""suitable."" We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Contact Information

Foundation Wealth and Tax Advisors Specialties

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Foundation Wealth and Tax Advisors on One Day In Vermont

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Learn about Foundation Wealth and Tax Advisors, Classes & Services in Charlotte, North Carolina. Find Foundation Wealth and Tax Advisors

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Determining how much you need to save for retirement is a personalized process. It depends heavily on a myriad of factors, including your current age, desired retirement age, expected expenses in retirement, inflation rates, investment returns, and more.

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In my initial conversations with clients, the biggest concern is typically around retirement and knowing how much one needs to save for their desired retirement lifestyle. Determining how much you need to save for retirement is a personalized process. It depends heavily on a myriad of factors, including your current age, desired retirement age, expected expenses in retirement, inflation rates, investment returns, and more.

A financial advisor in Charlotte, or anywhere near you, such as Foundation Wealth and Tax Advisors, can play a crucial role in helping you plan for retirement. Here are the steps a financial advisor can assist you with:

1. Assessment of Current Financial Situation: A financial advisor will start by assessing your current financial situation, including income, expenses, savings, investments, and debts. They will also consider any existing retirement accounts like 401(k)s or IRAs.

2. Goal Setting: You and your advisor will discuss your retirement goals, such as when you want to retire and the kind of lifestyle you wish to maintain in retirement. These goals will help determine how much you need to save.

3. Budgeting and Expense Planning: Advisors can help you create a budget that considers your current expenses and identifies potential savings that can be redirected toward retirement savings.

4. Inflation and Investment Returns: Advisors will factor in the impact of inflation on your future expenses and estimate the returns you can expect from your investments over time.

5. Retirement Income Sources & Savings Calculations: They will help you identify potential sources of retirement income, such as Social Security, pensions, and other investments. Using the information gathered, your advisor can estimate how much you need to save for retirement to achieve your goals. This often involves complex financial modeling.

6. Investment Strategy: Advisors can recommend an investment strategy that aligns with your risk tolerance and retirement goals. This may involve diversifying your investments in stocks, bonds, real estate, or other assets.

7. Regular Monitoring: A financial advisor will regularly review your retirement plan and adjust it as necessary to keep you on track. They can also help you make decisions about when to start taking Social Security benefits and how to manage your investments in retirement.

8. Tax Efficiency: Advisors, that are also CPAs like Foundation Wealth and Tax Advisors, can help you structure your retirement savings in a tax-efficient manner, taking advantage of retirement accounts with tax benefits, like IRAs and 401(k)s.

9. Estate Planning: If necessary, they can assist with estate planning to ensure your assets are transferred efficiently to heirs or beneficiaries.

The specific role of a financial advisor may vary depending on your unique circumstances and needs. They can provide expertise, guidance, and a structured approach to help you achieve your retirement savings goals.

To find a financial advisor in Charlotte, you can start by asking for recommendations from friends and family or searching online. Look for advisors who are certified and have experience with retirement planning, such as Foundation Wealth and Tax Advisors. It's also important to interview potential advisors to ensure they understand your goals and are a good fit for your needs.

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How Much Do I Need For Retirement - Makuv

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In my initial conversations with clients, the biggest concern is typically around retirement and knowing how much one needs to save for their desired retirement lifestyle. Determining how much you need to save for retirement is a personalized process. It depends heavily on a myriad of factors, including your current age, desired retirement age, expected expenses in ...

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Finding an Financial Advisor is Like Dating

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Finding an Financial Advisor is Like Dating

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It's important to note that while there are some similarities, finding a financial advisor is a professional and financial decision that should prioritize your financial well-being, whereas dating is a personal and emotional decision.

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What is a Fiduciary and Why Does It Matter for My Financial Plan?

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What is a Fiduciary and Why Does It Matter for My Financial Plan?

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By working with a fiduciary, like Foundation Wealth & Tax Advisors, you can have greater confidence that the financial advice you receive is trustworthy and aligned with your overall financial objectives. Always verify the fiduciary status of any financial professional you’re considering working with.

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What is a Fiduciary and Why Does It Matter for My Financial Plan?

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Here at Foundation Wealth and Tax Advisors, and we are sworn fiduciaries. So, what does that mean in the content of your financial plan?

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Should I Engage a Financial Advisor or Do It Myself?

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Should I Engage a Financial Advisor or Do It Myself?

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The decision to use a financial advisor or manage your finances yourself depends on your individual circumstances and preferences. You may also find that your needs change over time, so it's okay to revisit this decision periodically. Regardless of your choice, it's important to stay informed about your financial situation and be actively involved in making financial decisions that align with your goals.

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Whether you should use a financial advisor or manage your finances yourself depends on various factors, including your financial knowledge, goals, time commitment, and comfort level with making financial decisions. Here are some considerations to help you decide:

1. Financial Knowledge: Do you have a good understanding of financial concepts, such as investing, tax planning, and retirement planning? If you're knowledgeable and confident in managing your finances, you may be able to do it yourself, though it is a lot of information and concepts to digest regularly, including robust portfolio management.

2. Time Commitment: Managing your finances can be time-consuming. Consider whether you have the time to research investments, track your expenses, and stay informed about financial markets. A financial advisor can save you time by handling these tasks for you.

3. Complexity of Your Situation: If your financial situation is straightforward, with a single source of income and simple financial goals, you might be able to handle it on your own. However, if you have a complex financial situation, such as multiple income sources, tax planning needs, or estate planning concerns, a financial advisor can provide valuable guidance.

4. Emotional Factors: Emotional biases can influence financial decisions. If you find it challenging to stay disciplined during market fluctuations or to make objective decisions about your investments, a financial advisor can offer a rational perspective.

5. Investment Goals: Consider your investment goals and risk tolerance. Are you comfortable making investment decisions in line with your long-term objectives? A financial advisor can help tailor an investment strategy to meet your goals and risk tolerance.

6. Cost vs. Benefit: Financial advisors charge fees for their services. Compare the potential costs of using an advisor with the potential benefits, such as improved investment returns or tax savings. Sometimes, the value they add can more than justify the fees.

7. Hybrid Approach: Some people choose a hybrid approach, where they handle certain aspects of their finances themselves and seek advice from a financial advisor for more complex issues or periodic check-ins.

8. Fiduciary Duty: If you choose to work with a financial advisor, look for one who operates as a fiduciary. Fiduciary advisors are legally obligated to act in your best interests, which can provide an added layer of protection.

Ultimately, the decision to use a financial advisor or manage your finances yourself depends on your individual circumstances and preferences. You may also find that your needs change over time, so it's okay to revisit this decision periodically. Regardless of your choice, it's important to stay informed about your financial situation and be actively involved in making financial decisions that align with your goals.

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Should I Engage a Financial Advisor or Do It Myself?

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Whether you should use a financial advisor or manage your finances yourself depends on various factors, including your financial knowledge, ...

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Remember that each divorce situation is unique, so it's essential to work closely with legal and financial professionals who can provide personalized advice based on your circumstances. If you are looking for a one-stop shop, reach out to Foundation Wealth and Tax Advisors today.

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Modifying a financial plan due to a divorce is a significant step, as it involves adjusting your financial goals, assets, and strategies to adapt to your new circumstances. Here are some steps to consider when modifying a financial plan for divorce:

1. Assess Your Current Situation: Take a comprehensive look at your financial situation, including assets, liabilities, income, expenses, investments, retirement accounts, and insurance policies pre-divorce finalization. This will provide a clear picture of your financial standing post-divorce.

2. Create a New Budget: Develop a revised budget that accurately reflects your post-divorce income and expenses. Consider child support, alimony, and any changes in housing costs or other lifestyle adjustments. This budget will serve as the foundation for your financial decisions moving forward.

3. Divide Assets and Liabilities: Work with your ex-spouse and legal professionals to fairly divide assets and liabilities. This may include properties, investments, retirement accounts, debts, and other joint assets. Keep in mind tax implications and potential costs associated with asset division.

4. Update Estate Planning Documents: Review and revise your will, trust, and other estate planning documents to ensure they align with your new situation. Update beneficiaries, power of attorney designations, and any other relevant details.

5. Consider Tax Implications: Understand the tax implications of any financial decisions you make during the divorce process. Certain assets may have tax consequences when divided, so consult with a tax professional, such as those at Foundation Wealth and Tax, to make informed choices.

6. Adjust Investment Strategies: Reevaluate your investment portfolio to ensure it aligns with your new risk tolerance, goals, and time horizon. You might need to adjust your asset allocation, especially if your divorce settlement affects your investment accounts.

7. Plan for Retirement: If your retirement plans have been affected by the divorce, consider adjusting your retirement savings goals and strategies. Understand any changes in Social Security benefits, pensions, and retirement accounts.

8. Consider Professional Advice: Seek advice from financial professionals, such as financial planners, accountants, and attorneys, who specialize in divorce and financial planning. They can provide valuable insights tailored to your situation. Foundation Wealth and Tax Advisors is a financial advisory that specializes in tax planning, in conjunction with financial planning with offices in Charlotte, NC and Annapolis, MD.

Remember that each divorce situation is unique, so it's essential to work closely with legal and financial professionals who can provide personalized advice based on your circumstances. If you are looking for a one-stop shop, reach out to Foundation Wealth and Tax Advisors today.

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Adapt Your Financial Plan for a Divorce | Medium Blog

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Modifying a financial plan due to a divorce is a significant step, as it involves adjusting your financial goals, assets, and strategies to adapt to your new circumstances. Here are some steps to consider when modifying a financial plan for divorce: Assess Your Current Situation: Take a...

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Defend Your Financial Plan Against Inflation

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Defend Your Financial Plan Against Inflation

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Remember that there is no one-size-fits-all solution. Your strategy should be based on your risk tolerance, financial goals, and market conditions. Regularly reassess your plan and make adjustments as necessary to ensure that you're effectively defending against the impact of inflation. If you are looking for a financial advisor nearby that helps manage financial plans during inflationary times, look no further than Foundation Wealth and Tax Advisors.

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Defending your financial plan against inflation requires a combination of proactive strategies and informed decision-making. Inflation erodes the purchasing power of your money over time, so it's important to adjust your financial plan to mitigate its effects. Here are some steps to consider:

1. Diversify Investments: A well-diversified investment portfolio can help counter the impact of inflation. Consider investing in a mix of assets like stocks, bonds, real estate, and commodities.

2. Invest in Real Assets: Real assets such as real estate, precious metals, and commodities like oil and agricultural products can provide a hedge against inflation. These assets tend to rise in value along with inflation, helping you maintain your purchasing power.

3. TIPS (Treasury Inflation-Protected Securities): TIPS are government bonds designed to protect against inflation. They adjust their principal value based on changes in the Consumer Price Index (CPI). This ensures that the interest payments and principal value increase with inflation.

4. Stocks of Inflation-Resistant Companies: Some companies, like those in essential industries (utilities, healthcare, consumer staples), tend to be less affected by inflation. Investing in such companies can help protect your investments.

5. Review and Adjust Regularly: Regularly review your financial plan, in conjunction with a financial planner, and adjust it to account for changing economic conditions. Be prepared to make changes to your investment strategy, spending habits, and savings goals as needed.

6. Emergency Fund: Maintain an emergency fund that covers several months' worth of living expenses. This can help you avoid tapping into investments during inflationary periods, allowing your investments more time to grow.

7. Focus on Education: Staying informed about economic trends, monetary policies, and global events can help you anticipate inflationary periods and make more informed financial decisions. This can also be an ideal time to engagement a financial advisor to manage much of what has been mentioned above for your financial plan-more below.

8. Consider Professional Advice: Financial advisors can provide personalized guidance based on your specific situation and goals. They can help design a plan that's tailored to defend against inflation.

Remember that there is no one-size-fits-all solution. Your strategy should be based on your risk tolerance, financial goals, and market conditions. Regularly reassess your plan and make adjustments as necessary to ensure that you're effectively defending against the impact of inflation. If you are looking for a financial advisor nearby that helps manage financial plans during inflationary times, look no further than Foundation Wealth and Tax Advisors.

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Defend Your Financial Plan Against Inflation | Times Square Reporter

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Remember that there is no one-size-fits-all solution. Your strategy should be based on your risk tolerance, financial goals, and market conditions.

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Ten Years Before Retirement: Financial Planning Essentials

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Ten Years Before Retirement: Financial Planning Essentials

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Remember that the specifics of your retirement plan will depend on your individual circumstances, goals, and financial situation. Starting your retirement planning a decade ahead of time gives you ample opportunity to make adjustments and ensure a smoother transition into your retirement years. Consider reaching out to Foundation Wealth and Tax Advisors today.

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Backlinkget.com - High DA and PA Blog Posting Site 2023 -

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Ten years before retirement is a crucial period to ensure that you're financially prepared and have a plan in place to transition smoothly into your retired life. Here are some steps and considerations to take during this time:

1. Evaluate Financial Readiness: Assess your current financial situation, including savings, investments, debts, and expenses. This will give you a clear picture of how well you're positioned for retirement.

2. Set Retirement Goals: Determine your desired lifestyle during retirement. Consider factors such as where you want to live, travel plans, hobbies, and any potential healthcare needs. This will help you estimate your potential retirement expenses.

3. Adjust Investment Portfolio: As you get closer to retirement, consider adjusting your investment portfolio to reduce risk. Gradually shift investments from higher-risk assets to more stable ones to protect your savings from market volatility. Consider engaging a financial advisor in your area to help guide you through this process.

4. Maximize Retirement Contributions: Contribute the maximum amount allowed to your retirement accounts, such as 401(k)s, IRAs, and other pension plans. Take advantage of catch-up contributions if you're eligible.

5. Debt Management: Aim to pay off high-interest debts before retirement, as they can eat into your retirement income. Being debt-free will provide you with more financial flexibility during retirement.

6. Healthcare Planning: Investigate healthcare options for retirees, including Medicare and any supplemental plans. Plan for potential healthcare costs by building a buffer in your retirement budget.

7. Explore Retirement Income Streams: Identify potential sources of retirement income, such as Social Security, pensions, annuities, and rental income. Understand when and how you can access these funds.

8. Consider Long-Term Care Insurance: Evaluate whether long-term care insurance is a good option for you. This type of insurance can provide coverage for potential future medical or caregiving needs.

9. Professional Financial Advice: Consult a financial advisor, such as Foundation Wealth and Tax, to review your retirement plan, assess your investments, and ensure that you're on track to meet your retirement goals.

10. Explore Part-Time Work: If you're interested, consider taking on part-time or consulting work in your field. This can help ease the transition into full retirement while supplementing your income.

Remember that the specifics of your retirement plan will depend on your individual circumstances, goals, and financial situation. Starting your retirement planning a decade ahead of time gives you ample opportunity to make adjustments and ensure a smoother transition into your retirement years. Consider reaching out to Foundation Wealth and Tax Advisors today.

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Ten Years Before Retirement: Financial Planning Essentials - Backlinkget.com - High DA and PA Blog Posting Site 2023

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Ten years before retirement is a crucial period to ensure that you're financially prepared and have a plan in place to transition smoothly into your retired life. Here are some steps and considerations to take during this time: Evaluate Financial Readiness: Assess your current financial situation, including savings, investments, debts, and expenses.

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At Foundation Wealth and Tax Advisors, our dedicated team is here to provide you with comprehensive tax planning services in Charlotte. We understand that effective tax planning is crucial in optimizing your financial strategy. With our expertise, you can navigate the complexities of the tax code and reduce your tax burden. Trust in Foundation Wealth and Tax Advisors to be your partners in achieving your financial goals through strategic tax planning. Secure your financial future with us.

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Financial Planning that includes tax advice.

Contact Details

About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.
As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Website - https://www.foundationwealthandtax.com/

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Foundation Wealth and Tax Advisors on Quponing.com

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Learn about Foundation Wealth and Tax Advisors, Service in Charlotte, . Find Foundation Wealth and Tax Advisors reviews and more on Quponing.com.

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Foundation Wealth and Tax Advisors: Your Charlotte Financial Planner

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Foundation Wealth and Tax Advisors: Your Charlotte Financial Planner

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When it comes to financial planning in Charlotte, Foundation Wealth and Tax Advisors is your reliable partner. We bring a wealth of knowledge and experience to the table, helping you create a customized roadmap to financial success. With us, you can be confident that your financial goals are in expert hands. Let us be the cornerstone of your financial planning journey, delivering peace of mind and a brighter financial future.

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About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.
As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

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Accountants - Foundation Wealth And Tax Advisors - Charlotte - State

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Foundation Wealth And Tax Advisors is a Accountants Home Based Business Owner listed in the Entrepreneur Social Exchange Social Media Portal and Marketing Platform. Find a Home Based Business Opportunity and connect instantly with Foundation Wealth And Tax Advisors.

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Foundation Wealth and Tax Advisors: Premier Financial Advisor in Charlotte

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Foundation Wealth and Tax Advisors: Premier Financial Advisor in Charlotte

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At Foundation Wealth and Tax Advisors, we take pride in our commitment to excellence and personalized service. As the premier financial advisor in Charlotte, we offer a wealth of expertise and a track record of success. Our team is dedicated to guiding you towards your financial goals with tailored strategies and unwavering support. When you choose us, you're choosing a trusted ally on your journey to financial prosperity.

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About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.
As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

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foundation wealth and tax advisors charlotte

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foundation wealth and tax advisors reviews

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Learn about Foundation Wealth and Tax Advisors, in Charlotte, . Find Foundation Wealth and Tax Advisors reviews and more on Western Business Collective.

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Wealth Advisor in Charlotte - Foundation Wealth and Tax Advisors

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Wealth Advisor in Charlotte - Foundation Wealth and Tax Advisors

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At Foundation Wealth and Tax Advisors, we are your dedicated partners in financial success. As your trusted wealth advisors in Charlotte, we provide tailored, comprehensive strategies to help you grow and manage your wealth effectively. Our team's expert guidance and personalized solutions are designed to align with your unique financial goals and aspirations, ensuring a brighter financial future for you and your family. Discover the difference of working with Charlotte's premier wealth advisors at Foundation Wealth and Tax Advisors.

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Best Deal Insurance, Best, Top Lawyers, Life Insurance, CPAs, EAs, CFPs. Foundation Wealth and Tax Advisors on Preferred Professionals, Inc. - Business & Professional Development; info@preferredprofessionals.com; Corporate HQ: 260 Newport Center Drive, Ste. 100, Newport Beach, Ca 92660; Toll Free Ph: (888) 368-0409; Company Ph: (949) 876-5290

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Learn about Foundation Wealth and Tax Advisors, Financial Services in Charlotte, . Find Foundation Wealth and Tax Advisors reviews and more on Preferred Professionals, Inc. - Business & Professional Development; info@preferredprofessionals.com; Corporate HQ: 260 Newport Center Drive, Ste. 100, Newpo…

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At Foundation Wealth and Tax Advisors, we proudly serve as Charlotte's premier Insurance Planning Experts. With a deep understanding of insurance products and a commitment to personalized solutions, we are your dedicated partners in safeguarding your financial future. Trust in Foundation Wealth and Tax Advisors to guide you through the intricacies of insurance planning, providing you with the peace of mind and security you deserve.

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About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

Foundation Wealth and Tax Advisors Specialties

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Foundation Wealth and Tax Advisors on 24/7 Global Business Solutions

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Learn about Foundation Wealth and Tax Advisors, Financial Services in Charlotte, United Kingdom. Find Foundation Wealth and Tax Advisors reviews and more on 24/7 Global Business Solutions.

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What Is an Inverted Yield Curve and How Does It Impact You?

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What Is an Inverted Yield Curve and How Does It Impact You?

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An inverted yield curve is a term used in finance to describe a situation where short-term interest rates are higher than long-term interest rates. Typically, the yield curve slopes upward, indicating that investors demand higher returns for tying up their money for longer periods. However, in an inverted yield curve scenario, this relationship is reversed.

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What Is an Inverted Yield Curve and How Does It Impact You? - WriteUpCafe.com

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An inverted yield curve is a term used in finance to describe a situation where short-term interest rates are higher than long-term interest rates. Typically, the yield curve slopes upward, indicating that investors demand higher returns for tying up their money for longer periods. However, in an inverted yield curve scenario, this relationship is reversed.

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How to Handle Your Debt from a Financial Advisor

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How to Handle Your Debt from a Financial Advisor

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Debt management looks different for every individual, therefore the content below should be considered suggestions. If you are looking for specific guidance on financial planning in Charlotte, NC, contact Foundation Wealth and Tax.

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Debt management looks different for every individual, therefore the content below should be considered suggestions. If you are looking for specific guidance on financial planning in Charlotte, NC, contact Foundation Wealth and Tax.

The first step in debt management is assessment. This involves assessing your current financial situation by gathering all the necessary information about your debts, including interest rates, balances, and minimum payments.

Thereafter comes budgeting. A financial advisor, such as Foundation Wealth and Tax, can help you create a realistic budget that takes into account your income, expenses, and debt obligations. This will help you understand how much you can allocate towards debt repayment each month. A financial advisor near you might suggest strategies like the debt snowball method (paying off smaller debts first) or the debt avalanche method (tackling high-interest debts first).

Depending on your situation, debt consolidation might be a viable option. A financial advisor in Charlotte, like Foundation Wealth and Tax, can assist you in exploring consolidation loans or other methods to combine multiple debts into a single, more manageable payment.

Once you are beyond the hurdle of debt, a fiduciary financial advisor near you in Charlotte can educate you about money and investment management, financial planning, and provide guidance to improve your financial literacy. Remember that working with a financial advisor can be a significant investment itself, so it's essential to find one who is reputable, trustworthy, and experienced in handling debt management. Always seek a certified financial advisor who is licensed and authorized to provide financial advice in your region.

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How to Handle Your Debt from a Financial Advisor - Articla District - Bloggers Unite India

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Debt management looks different for every individual, therefore the content below should be considered suggestions. If you are looking for specific guidance on financial planning in Charlotte, NC, contact Foundation Wealth and Tax. The first step in debt management is assessment.

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A bond ladder is an investment strategy that involves spreading your investment funds across a series of bonds with different maturity dates. The concept of a bond ladder is derived from the idea of building a "rung" ladder with each "rung" representing a different bond with a distinct maturity date.

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alloblak - Science, Entertainment, News and Technology ...

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alloblak: A blog targeting topics such as news, entertainment, science and technology. All over the blog Visit the blog now to have a good experience

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Elevate your financial future with Charlotte's Top Financial Advisor. Our seasoned expertise and personalized strategies empower you to achieve your financial goals with confidence. Partner with us for a secure and prosperous financial journey in the heart of Charlotte, North Carolina.

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Foundation Wealth and Tax Advisors on Front of the Beat

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Learn about Foundation Wealth and Tax Advisors, Professional Development in Charlotte, North Carolina. Find Foundation Wealth and Tax Advisors reviews and more on Front of the Beat.

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Financial Planner in Charlotte: Foundation Wealth & Tax Advisors

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Financial Planner in Charlotte: Foundation Wealth & Tax Advisors

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Discover personalized financial planning services in Charlotte with Foundation Wealth & Tax Advisors. Our dedicated team is committed to helping you achieve financial success and security through tailored strategies and expert guidance. Let us be your trusted partner on your journey to a prosperous financial future.

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Foundation Wealth and Tax Advisors on Findit Angeles

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Learn about Foundation Wealth and Tax Advisors, Services in Charlotte, North Carolina. Find Foundation Wealth and Tax Advisors reviews and more on Findit Angeles.

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Your Trusted Charlotte Financial Advisor

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Your Trusted Charlotte Financial Advisor

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Discover peace of mind with the expertise of Your Trusted Charlotte Financial Advisor. Our seasoned professionals are here to guide you towards your financial goals, providing personalized strategies and solutions tailored to your unique needs.

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Financial Planning that includes tax advice

Contact Information

About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Write About You And Your Company

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Foundation Wealth and Tax Advisors on Los Banos Local Business Directory

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Learn about Foundation Wealth and Tax Advisors, Clubs And Organizations in Charlotte, . Find Foundation Wealth and Tax Advisors reviews and more on Los Banos Local Business Directory.

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Trusted Financial Planning Services in Charlotte

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Trusted Financial Planning Services in Charlotte

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Foundation Wealth and Tax Advisors: Your Trusted Partner for Comprehensive Financial Planning Services in Charlotte. With a focus on personalization, our experienced team is here to help you achieve enduring financial security and success, supporting your individual goals and aspirations every step of the way.

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Foundation Wealth and Tax Advisors on DhuMall Business Opportunities

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Learn about Foundation Wealth and Tax Advisors, Strategic Partnership in Charlotte, North Carolina. Find Foundation Wealth and Tax Advisors reviews and more on DhuMall Business Opportunities.

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A Financial Planner in Charlotte, Foundation Wealth and Tax Advisors offers expert financial guidance and tax planning services tailored to your unique financial goals and needs in the vibrant city of Charlotte, North Carolina.

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Financial Planning that includes tax advice

Contact Information

About Foundation Wealth and Tax Advisors

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Write About You And Your Company

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Foundation Wealth and Tax Advisors on 242 Hub

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Learn about Foundation Wealth and Tax Advisors, Financial Services in Charlotte, . Find Foundation Wealth and Tax Advisors reviews and more on 242 Hub.

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Paying Your Financial Advisor: Assets Under Management or Retainer?

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Paying Your Financial Advisor: Assets Under Management or Retainer?

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Working with a financial advisor can be beneficial in managing your finances and saving for retirement, and the fee structure can have a significant impact on the relationship and outcomes.

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Working with a financial advisor can be beneficial in managing your finances and saving for retirement, and the fee structure can have a significant impact on the relationship and outcomes. Here are the pros and cons of working with a financial advisor on a quarterly retainer versus a percentage of assets under management (AUM) fee model:

Cost Clarity: Clients pay a fixed fee for financial advice, regardless of the size of their investment portfolio. This provides transparency and clarity in terms of costs, as the fee doesn't fluctuate with the market performance.

Affordability: For clients with larger portfolios, a retainer fee may be more cost-effective compared to a percentage-based fee, especially if the percentage fee would be substantial.

Upfront Cost: The retainer fee might be higher initially, making it less appealing for those with smaller portfolios or for people who are just starting to invest.

Lack of Investment Management: Typically, a retainer is utilized for those that do not have their investments managed. As such, the advisor is only able to provide updates quarterly, rather than daily, to best position your portfolio for market conditions.

Aligned Interests: Advisors earn more when your investments grow, which can align their interests with yours. They have a direct incentive to work towards increasing your portfolio's value.

Active Management: Advisors may be more motivated to actively manage your portfolio, seeking better investment opportunities to grow your assets.

Cost Fluctuation: As your portfolio value changes due to market performance, the fee amount also fluctuates. However, this could be considered a pro as the fee also declines in periods of market decline.

Ultimately, the choice between a retainer fee and a percentage of AUM fee depends on your individual financial situation, the services you require, and your relationship with the advisor. Before committing to any financial advisor, it's essential to understand their fee structure, services offered, and ensure they have a fiduciary duty to act in your best interest, regardless of their compensation.

If you are looking for a fee-only financial advisor in Charlotte, NC, reach out to Foundation Wealth and Tax Advisors.

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Paying Your Financial Advisor: Assets Under Management or Retainer?

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Working with a financial advisor can be beneficial in managing your finances and saving for retirement, and the fee structure can have a significant impact on the relationship and outcomes.

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Lifetime Coverage: Whole life insurance provides coverage for the entire lifetime of the insured, as long as the premiums are paid. This ensures that beneficiaries will receive the death benefit whenever the policyholder passes away.

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Whole and term life insurance are two common types of life insurance policies, each with its own pros and cons. Let's explore things to consider with either investment.
Whole Life Insurance Pros:
Lifetime Coverage: Whole life insurance provides coverage for the entire lifetime of the insured, as long as the premiums are paid. This ensures that beneficiaries will receive the death benefit whenever the policyholder passes away.

Cash Value Accumulation: Whole life policies typically have a cash value component that grows over time. The policyholder can access this cash value through withdrawals or loans during their lifetime.

Fixed Premiums: The premiums for whole life insurance are usually fixed and do not increase over time, providing stability in tax and financial planning.
Cons:
Higher Premiums: Whole life insurance tends to have higher premiums compared to term life insurance for the same death benefit amount.

Complexity: The cash value component and various riders or investment options in whole life insurance can make it more complex to understand and manage.

Limited Flexibility: Changing the policy coverage or premiums may be challenging without affecting the cash value component.

Advisor Kick-Backs: If you are procuring a policy, ensure you are working with a fee-only advisor. A number of whole life insurance brokers receive a commission for what they sell you, so they may not be looking out for your best interest.
Term Life Insurance: Pros:
Affordable Premiums: Term life insurance offers lower premiums compared to whole life insurance for the same coverage amount, making it more accessible to many people.

Simple and Transparent: Term life insurance is straightforward, with a clear understanding of the coverage and the premiums. There are no complicated investment or cash value elements.

Flexible Coverage Duration: Term policies can be purchased for specific periods, such as 10, 20, or 30 years, which aligns with the individual's needs (e.g., until children become financially independent or a mortgage is paid off).

Supplemental Coverage: Term insurance can be used as supplemental coverage during specific life stages when additional protection is needed.
Cons:
No Cash Value Accumulation: Unlike whole life insurance, term life policies do not build up cash value, and if the policy expires without a death benefit claim, there is no return on premiums paid.

No Lifetime Coverage Guarantee: Term insurance does not provide coverage for the entire lifetime of the insured, which can be a concern if the policyholder outlives the term and still requires insurance.

Ultimately, the choice between whole life insurance and term life insurance depends on individual circumstances, financial goals, and risk tolerance. It's essential to assess your specific needs, future plans, and budget before making a decision. Some individuals may even opt for a combination of both policies to tailor their coverage accordingly.

Collaborate with a trusted, fee-only financial advisor in Charlotte, NC, Foundation Wealth and Tax Advisors, to discuss your specific life insurance needs. We are one of the best financial advisors in Charlotte and can help you make informed life insurance decisions.

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Whole and term life insurance are two common types of life insurance policies, each with its own pros and cons. Let's explore things to consider with either investment. Lifetime Coverage: Whole life...

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Tax planning in conjunction with your financial plan is crucial in ensuring that your passive income is efficiently managed. Seeking the help of a financial advisor in Charlotte, NC or Edgewater, MD, such as Foundation Wealth and Tax, can be beneficial in understanding tax laws and regulations, developing tax-efficient strategies, and ultimately maximizing your passive income. For more information, head over to the Foundation Wealth and Tax website today.

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The finance sector is at a critical juncture where various factors are shaping its future. The industry is adopting new technologies, experiencing regulatory changes, democratizing financial advice and products, and anticipating significant transfers of wealth in the coming years. These changes are creating opportunities and transforming the traditional value proposition of the wealth management industry.

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Why Do You Need A Financial Planner For Wealth Management?

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Managing finances can be a challenging task, particularly in the current unpredictable economic climate. It does not matter if you are an in…

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Retirement Planning 101: How to Save 10x Your Income By the Age of 67

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Retirement Planning 101: How to Save 10x Your Income By the Age of 67

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At Foundation Wealth & Tax Advisors, our mission is to propose wealth management and planning strategies that are tailored to meet our client’s long-term financial goals. As your advisors in retirement planning, we will develop, implement, and monitor a retirement strategy based on your current income and lifestyle expectations post-retirement. For further details, feel free to reach out to us–we are here to help.

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Retirement planning may be a daunting task, but it is an essential one. The financial security of your old age depends entirely on how much you are saving for retirement in your youth. As such, the most common question on our clients' minds is: "How much do I need to save for retirement?" Of course, the answer is not as simple as the question. With a multitude of factors to consider, a sound retirement plan is not easy to draft, but it is our bread and butter.

We utilize an age-based retirement savings plan that is easy to understand and easy to implement. While it is unfeasible to follow any financial plan to the T, our strategy can serve as aspirational goalposts to help you save enough to live a comfortable life post-retirement. Our retirement planning strategy is based on the following goals and, sometimes, assumptions:

Saves 15% of their income annually beginning at age 25

Invests an average of at least 50% of their savings in stocks over their lifetime

Retires at age 67 and plans to maintain their pre-retirement lifestyle in retirement.

Our recommended, age-based milestones can help you stay on track while saving for retirement, which includes savings of at least 1x your income by age 30, 3x by 40, 6x by 50, and 8x by 60.

Your personal savings goal may be different based on factors such as when you plan to retire and how you want to live in retirement. For example, delaying retirement beyond the age of 67 can lower your savings factor. The longer you postpone your retirement, the more time your savings get to grow. You will also have fewer years in retirement, so your Social Security benefit will be higher. Additionally, if you expect your expenses to be lower in retirement with reductions such as downsizing, your savings factor may be closer to 8x than 10x. Such variables have a significant influence on how much you are saving for retirement.

Retirement planning may seem overwhelming and exhausting, but it is crucial to take control of your financial future. By following our age-based savings factors and suggested milestones, you can build a retirement savings plan that suits your needs and lifestyle. However, don't be discouraged if you have crossed the initial age milestones without much savings to show. Even if you're behind on retirement savings, there are many ways to catch up, such as investing for growth through a diversified investment mix or working longer, if possible. The key is to take action; and the earlier, the better.

At Foundation Wealth & Tax Advisors, our mission is to propose wealth management and planning strategies that are tailored to meet our client's long-term financial goals. As your advisors in retirement planning, we will develop, implement, and monitor a retirement strategy based on your current income and lifestyle expectations post-retirement. For further details, feel free to reach out to us-we are here to help.

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Retirement Planning 101: How to Save 10x Your Income By the Age of 67

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Retirement planning may be a daunting task, but it is an essential one. The financial security of your old age depends entirely on how much you are saving for retirement in your youth. As such, the most common question on our...

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Silicon Valley Bank & Market Volatility Update

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Silicon Valley Bank & Market Volatility Update

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Many of you may have seen the headlines over the weekend regarding Silicon Valley Bank (“SVB”) and two other bank failures. We understand this can bring up memories of 2008, so we wanted to provide further insight into what occurred and how it might affect you. Read the full blog here - https://www.foundationwealthandtax.com/blog/silicon-valley-bank-market-volatility-update

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Many of you may have seen the headlines over the weekend regarding Silicon Valley Bank ("SVB") and two other bank failures. We understand this can bring up memories of 2008, so we wanted to provide further insight into what occurred and how it might affect you.

To better understand SVB's fallout, we should take a step back and understand the bank itself. SVB started in October 1987 in San Jose, California. Due to its location, it became the go-to bank for venture capital and startup firms. Fast forward to 2020 and 2021, when tech startups were all the rage and cash was plentiful due to trillions of dollars of stimulus by the government and Federal Reserve, SVB's deposits grew from $62 million at the end of 2019 to $189 billion at the end of 2021, well above the average of the banking sector. That is a lot of money to put to work, especially in an environment of near-zero interest rates. As a result, SVB put some of the new deposits into higher-yielding, long-term government bonds and approximately $80 billion into 10-year mortgage-backed securities, which were yielding 1.5% interest versus short-term treasuries 0.25% interest. This was SVB's first mistake by reaching for yield.

SVB's second mistake was not foreseeing the risks involved with tighter monetary policy and the possible shrinkage of the IPO market. It seemed SVB wasn't prepared to monitor these risks as they were without a chief risk officer for most of 2022. As interest rates increased and startup funding dried up, many of their clients' cash needs increased and they began withdrawing their deposits. To cover those withdrawals, SVB eventually had to sell bonds they previously purchased, and this is where the risks came to fruition. To raise $21 billion from their balance sheet, SVB realized $1.8 billion of losses. These losses stemmed from the large increase in interest rates, which caused their bonds to reprice to the current market's interest rates. As a reminder, bond prices and yields have an inverse relationship, so when bond rates of today increase, the value of yesterday's bonds decrease. SVB then attempted to raise liquidity by offering shares of their stock and this is when their clients took notice.

To make matters worse, 95% of SVB's deposits were not insured by the Federal Deposit Insurance Corporation ("FDIC"), meaning client accounts were well above the $250,000 FDIC insured threshold. This is an industry extreme as the FDIC states around 50% of an average bank's deposits are FDIC-insured. Couple this with the fact that the client base was heavily concentrated in venture and startup firms, which are more sensitive to their bank's liquidity concerns. Naturally, if the majority of deposits are not FDIC-insured, any inkling of liquidity issues would ignite withdrawals. All this unfolded last week and, by Friday, SVB was taken into receivership by the FDIC. As of today, the Treasury announced that it would guarantee all deposits at SVB, not just those up to the $250,000 FDIC-insured amount.

Needless to say, the failure of SVB spooked investors and markets. Immense doubt has been cast on banks across the country-smaller, regional banks sharing the majority of concern. Then, came worries of contagion in U.S. financial markets. To alleviate these concerns, the Fed announced a new lending facility for the nation's banks, designed to bolster them against financials risks posed by SVB's collapse. Although we expect further fragility in the short-term, we believe the weakness specifically in the shares of the higher-quality banking sector is overdone.

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Silicon Valley Bank & Market Volatility Update

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Many of you may have seen the headlines over the weekend regarding Silicon Valley Bank ("SVB") and two other bank failures. We understand this can bring up memories of 2008, so we wanted to provide further insight into what occurred and how it might affect you.

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The individual was fascinated by the recent three-day summit between Xi Jinping and Vladimir Putin, during which they had a detailed discussion about de-dollarizing their trade. It is not widely known that the majority of international trade is settled in U.S. dollars, which means that countries must exchange their currency for the U.S. dollar for trading purposes, and then exchange it back to their currency once the trade is completed. The U.S. dollar is the global reserve currency and is widely trusted worldwide to retain value over other currencies.

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I was fascinated to learn more about Xi Jinping and Vladimir Putin's three-day summit last week after I learned they had intensely discussed de-dollarizing their trade. Many people are unfamiliar with the fact most international trade is settled in U.S. dollars. Meaning each country will exchange their currency for the U.S. dollar for trade purposes, then re-exchange back to their currency once the trade is complete. The U.S. dollar is the world's global reserve currency and largely trusted worldwide to retain value over other currencies.

Putin noted that he is in favor of using the Chinese Yuan for settlements of trade with countries in Asia, Africa, and South America (developing markets). At first, this does not seem like a big deal, but it unequivocally is. China is the world's second largest economy and Russia is the world's largest energy exporter; they are attempting to limit the U.S. Dollar's dominance of world trade's settlements.

After the Cold War ended, the United States was securely the world's only remaining superpower. In the past 30 years, other economies and militaries, such as China, have closed the gap. One privilege that remains to the United States is that the U.S. dollar remains the world's reserve currency. The U.S. can unilaterally apply sanctions to "bad actor" countries and spend freely as there will always be demand for foreign countries to hold the U.S. Dollar. This can be for trade, in the form of carrying our debt, or financing our deficits-at the end of the day, they need the U.S. dollar. As the world slowly (but steadily) looks for dollar alternatives, it may yield long-term political and economic headwinds, such as:

The U.S. will have less power to use economic sanctions against foes;

Interest rates will continue to rise as there is less demand for U.S. debt worldwide, pushing rates up;

Inflation will likely remain above average as more currency is printed to fund deficits vs borrowing from abroad.

The U.S. Government has developed a lot of, what I consider, bad habits in the last 30 years being the unrivaled superpower and having the world's unrivaled currency. Politicians have gotten comfortable spending without concern of deficits (note: the U.S. national debt is now above $31 trillion). Interest rates have remained low because of the dollar's reserve status and worldwide demand for dollars. If demand for dollars weakens as a result of the dollar's reserve status breaking down, the U.S. will no longer be able to fund massive deficits while keeping inflation and interest rates down. That change will be unpleasant to those who have not planned for it.

The question of the hour: What can you do? You can hold dollar hedges, commodities, and equities in the right sectors. These are among risks we will continue to discuss with you and advise on. Let us know if you'd like to discuss in greater depth.

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I was fascinated to learn more about Xi Jinping and Vladimir Putin's three-day summit last week after I learned they had intensely discussed de-dollarizing their trade. Many people are unfamiliar with the fact most international trade is settled in U.S. dollars. Meaning each country will exchange their currency for the U.S.

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Why Do You Need A Financial Planner For Wealth Management?

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Why Do You Need A Financial Planner For Wealth Management?

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Securing one’s financial future is a crucial aspect of life, and having a financial planner can greatly help in achieving this goal. Financial planners provide professional guidance and support to help individuals achieve their financial goals and navigate complex financial situations with ease. With a financial planner, one can trust that their finances are being handled with expertise and in their best interests. If you are looking for a financial advisor in Charlotte, NC or financial advisor in Edgewater, MD, contact the team at Foundation Wealth and Tax.

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Foundation Wealth and Tax Advisors adopts a distinct approach to financial planning by taking into account the prevailing economic conditions and implementing creative strategies that best serve its clients. By considering the current market trends and conditions, they are able to customize portfolios to meet clients’ financial planning needs. Head over to their website and learn of the services of the premier financial advisor in Charlotte and its surrounding areas.

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In the simplest of terms, portfolio management refers to the art and science of managing an individual's investment portfolio in a manner that aligns with their financial objectives, risk tolerance, and investment preferences. It involves selecting the right mix of investment options, monitoring their performance, and adjusting the portfolio as needed to optimize returns and minimize risks.

A typical financial planner initiates the process with a thorough analysis of the financial markets, assessing various investment opportunities, and identifying potential strengths, weaknesses, opportunities, and threats associated with each option. By doing so, it becomes possible to serve client's objectives, while also protecting against potential risks to the investments. In addition to our financial advisors, Foundation Wealth and Tax collaborates with certified portfolio analysts to best serve its clients.
Objectives of Portfolio Management
The primary aim of managing a portfolio is to choose the most suitable investment options based on factors such as income, age, time horizon, and risk tolerance. This helps to create a well-rounded investment strategy that aligns with the individual's goals and preferences.

If you are on the search for afinancial advisor in Charlotte and its surrounding areas, look no further than Foundation Wealth and Tax. Their team takes a unique approach to financial strategies by considering the current economic environment and implementing innovative methods. Their focus is on managing asset allocation, cost, and tax efficiency, which are important factors in achieving financial goals.

The goal here is to maintain the face value of the client's existing capital. This is designed to serve as a safety net and weighed against taking on additional risk. Depending on clients' needs, Foundation Wealth and Tax works to preserve capital as needed.

A well-balanced portfolio, managed by an experienced financial planner, will typically include an adjustment mechanism that periodically adjusts the payouts based on the rate of inflation. This helps provide a hedge against inflationary pressures.

A sound financial planner typically spreads their clients' investments across several classes, rather than focusing solely on one, thus making the overall portfolio more diversified. This helps to balance out any losses that may be experienced in one class, by offsetting them with gains in another.

This involves including equities from various parts of the world in a portfolio. It helps investors potentially benefit from economic growth and returns in different regions and industries, while reducing the impact of any negative events that may be specific to a particular country or region.

Effective portfolio management is crucial for minimizing risks and optimizing returns. A professionalfinancial planner can help you with access to the best investment opportunities by creating an investment plan that is tailored to your individual requirements, risk tolerance, and return expectations.

and learn of the services of the premier Foundation Wealth and Tax Advisors adopts a distinct approach to financial planning by taking into account the prevailing economic conditions and implementing creative strategies that best serve its clients. By considering the current market trends and conditions, they are able to customize portfolios to meet clients' financial planning needs. Head over to their financial advisor in Charlotte and its surrounding areas.

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An Introduction to Portfolio Management - WriteUpCafe.com

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In the simplest of terms, portfolio management refers to the art and science of managing an individual's investment portfolio in a manner that aligns with their financial objectives, risk tolerance, and investment preferences. It involves selecting the right mix of investment options, monitoring their performance, and adjusting the portfolio as needed to optimize returns and [...]

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The Risky Future of the Social Security System

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The Risky Future of the Social Security System

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Foundation Wealth and Tax is a trusted financial planner in Edgewater, Maryland and Charlotte, North Carolina. Our retirement plans are carefully customized to meet the financial goals and objectives of our clients and model potential risks such as a reduction in social security benefits. For more details on our retirement planning services, visit the Foundation Wealth and Tax website today.

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The Risky Future of the Social Security System

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The Social Security program, operated by the US Federal Government, is at a risk of insolvency. As per reports, the 8.7% cost-of-living increase for Social Security beneficiaries in 2023 can potentially help retirees cope with inflation and have enough savings for retirement, but it can also put sub…

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Saving for retirement is now easier than ever with the expert help of Foundation Wealth and Tax. We can help you develop a comprehensive strategy that meets your financial goals and ensures sufficient saving for retirement. For more information, visit the Foundation Wealth and Tax website today.

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Nearest Financial Services in Charlotte, North Carolina. Get Store Hours, phone number, location, reviews and coupons for Foundation Wealth and Tax Advisors located at 15720 Brixham Hill Avenue, Suite 300, Charlotte, North Carolina, 28277

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Secure your old age with our expert retirement planning Charlotte. Foundation Wealth and Tax can help you develop a comprehensive strategy that meets your financial goals and ensures a comfortable retirement. Contact us for affordable retirement planning Charlotte. For more information, visit the Foundation Wealth and Tax website today.

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In search of a reliable wealth advisor Charlotte? Look no further than Financial Wealth and Tax. We can help you with a personal wealth advisor Charlotte to aid and advise you on all important financial matters. For more information, visit the Foundation Wealth and Tax website today.

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Write a review

Business profile

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Description

Business profile

Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice.

We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

As sworn fiduciaries, we provide advice that is in the best interest of our clients and not just "suitable." We hold ourselves to that fiduciary standard at all times.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Foundation Wealth and Tax Advisors

Verified ID: b5b3da6a3995ab4dda0fe45795ef2a66

Verified 11/04/2023 @ 17:57:19
Last updated 11/04/2023 @ 18:07:09

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Write a review Business profile Where most advisors and investment managers say "talk to your accountant" or give poor tax advice, we are founded by CPA's and believe great financial planning can not be done without top quality tax advice. We work on a fee-only basis to avoid conflicts of interest, we never receive compensation for selling products to clients.

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In search of a reliable wealth advisor Maryland? Look no further than Financial Wealth and Tax. We can help you with a personal wealth advisor Maryland to aid and advise you on all important financial matters. For more information, visit the Foundation Wealth and Tax website today.

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Secure your old age with our expert retirement planning Charlotte. Foundation Wealth and Tax can help you develop a comprehensive strategy that meets your financial goals and ensures a comfortable retirement. Contact us for affordable retirement planning Charlotte. For more information, visit the the Foundation Wealth and Tax website today.

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Foundation Wealth and Tax Advisors 15720 Brixham Hill Avenue, Suite 300 28277

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Business profile: Foundation Wealth and Tax Advisors, 15720 Brixham Hill Avenue, Suite 300, US, 28277, Financial Services, tax planning, investment management, financial strategies, Insurance, business planning, united states, north carolina, nc, Maryland, Annapolis, CHARLOTTE

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Protect what matters most with insurance planning services by Foundation Wealth and Tax. We will help you navigate the complex world of insurance and develop a personalized plan that meets your needs. For more information on our insurance planning services, visit the Foundation Wealth and Tax website today.

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Insurance Planning Services - Foundation Wealth & Tax Advisors

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Foundation Wealth and Tax provides the best insurance planning services in Maryland, North Carolina, Charlotte . Visit our website for more information.

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Protect your legacy with our expert estate and tax planning services. At Foundation Wealth and Tax, we can help you develop a personalized strategy that minimizes your estate tax liability. Contact us for a thorough estate and tax planning guide. To know more, visit the Foundation Wealth and Tax website today.

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There are many strategies involved with estate planning including revocable trusts, irrevocable trusts, wills, durable powers of attorney, and health care directives. We strive to understand our clients' unique situations to understand their estate planning needs.

In addition to income tax planning, it is important to consider other taxes such as gift taxes, state and federal estate taxes, inheritance taxes, and generation skipping taxes. Our team is focused on preserving family wealth and if not planned for appropriately, these taxes can significantly reduce the wealth that has been accumulated.

Our clients have employed many strategies to protect their assets, preserve their wealth, and provide for their families and charitable organizations. These strategies include, asset protection planning,
business succession planning, Charitable Planning, Life Insurance Trusts, Gifting Strategies, Irrevocable Trusts, and Special Needs Trusts.

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Estate and Tax Planning | Estate Tax Planning - Foundation Wealth & Tax Advisors

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There are many strategies involved with estate planning including revocable trusts, irrevocable trusts, wills, durable powers of attorney, and health care directives. We strive to understand our clients' unique situations to understand their estate planning needs. In addition to income tax planning, it is important to consider other taxes such as gift taxes, state and federal estate taxes, inheritance taxes, and generation skipping taxes.

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In search of a reliable financial advisor North Carolina? Look no further than Financial Wealth and Tax. We can help you with a personal financial advisor North Carolina to aid and advise you on all important financial matters. For more information, visit the Foundation Wealth and Tax website today.

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We may have our headquarters in Annapolis Maryland, but our team of experienced financial advisors will work with you virtually and nationwide to delve deep into your financial history and your future goals. From there, we'll create a custom plans to get you started, and we'll guide you each and every step of the way.

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs.

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Financial Advisor & Financial Planner in NC, Maryland, Charlotte

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We may have our headquarters in Annapolis Maryland, but our team of experienced financial advisors will work with you virtually and nationwide to delve deep into your financial history and your future goals. From there, we'll create a custom plans to get you started, and we'll guide you each and every step of the way.