07/24/2026
Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.
A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.
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Securities and advisory services offered through LPL Financial, a registered investment advisor. www.finra.org, www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents o
07/24/2026
07/23/2026
You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Breaking Down the Parts of Medicare Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
07/22/2026
A disability could keep you from work and increase costs. How can you protect yourself?
Disability and Your Finances In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
07/21/2026
Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
Fallen Tree Damage—Who Pays? Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
07/20/2026
Facing divorce? Don't overlook changes to your insurance coverage.
What You Should Do About Insurance Following a Divorce In the face of divorce, making changes to insurance coverage may be overlooked.
07/17/2026
Your 401(k) has a tax bill hiding inside it.
Most people assume their tax burden shrinks once they retire. For a lot of them, that assumption ends up being expensive.
All those years of contributions to a traditional 401(k) or IRA? None of it has ever been taxed. The IRS has been waiting, and retirement is when they collect.
Withdrawals come out as ordinary income, and they pile on top of Social Security, pension payments, and any other income you're bringing in. That combination can land you in a higher bracket than you expected.
At 73, Required Minimum Distributions remove the choice entirely. The IRS sets a schedule, and you withdraw on their timeline regardless of whether you need the funds.
The people who navigate this most effectively tend to be the ones who got ahead of it, ideally in the decade leading up to retirement, while there was still time to restructure accounts and map out a smarter withdrawal strategy.
Save this video the next time someone tells you taxes get simpler once you stop working.
All content presented is for educational purposes only and should not be construed as a solicitation or offer to sell securities or provide investment, tax, or legal advice. All examples are hypothetical, for illustrative purposes only, and are merely arithmetic calculations. They are not representative of the performance of any type of investment, security, or strategy offered by the firm. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Hypothetical returns do not reflect actual trading and may not be indicative of the performance of any specific investment. They are based on assumptions and estimates that may not be accurate or applicable to your individual situation. Always consult with a qualified financial advisor before making any investment decisions.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC's Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov.
Foundation Wealth Partners is a financial advisor serving Gen X and older Millennials in their 40s to mid-50s.
07/17/2026
Do you need umbrella insurance? Find out more.
Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
07/16/2026
Extended care refers to services needed by those who have a chronic illness or disability.
Understanding Extended Care Understanding the types of extended care services—and what those services could cost—may be critical.
07/15/2026
Find out whether you are insurable before implementing a strategy using life insurance.
Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
07/14/2026
Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
A Home Insurance Claim: To File Or Not To File Learn when it may not make sense to file a claim on your home insurance.
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1373 N. Greenville Avenue
Allen, TX
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