Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Foundation Wealth and Tax Advisors, Financial planner, 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC.
03/11/2025
Matt Costa, CPA, CERTIFIED FINANCIAL PLANNER gives his thoughts on recent market movements and the road ahead. Give it a read here:
March 2025 Letter Valued Clients & Friends, As I get busy the next few weeks getting nearly everyone’s tax compliance obligations for 2024 completed, I wanted to touch base to update you on a few happenings in our firm and additional thoughts on the economic landscape in which we find ourselves. 2025 is flying by a...
09/05/2024
In addition to our market outlooks, be sure to check out Graham Mull, MBA, CFP®'s insights on optimizing your company's 401(k) plan offering and Taylor Lewis-Costa's blog on helping students budget for college.
https://www.foundationwealthandtax.com/post/preparing-your-child-for-college-budgeting-financial-aid-more
https://www.foundationwealthandtax.com/post/how-to-evaluate-and-improve-your-401-k-plans-investment-options
How to Evaluate and Improve Your 401(k) Plan’s Investment Options Providing a robust 401(k) plan for your business is essential to attracting and retaining top talent. A critical element of this is offering high quality investment options within your corporate retirement plan. Regularly evaluating and improving these options not only ensures that your plan stays c...
08/14/2024
Graham, our Director of Qualified Plans, will be speaking on a webinar with Strategic Tax Planning next Wednesday at 12 pm ET to discuss 401(k) Plan Optimization. Topics included are plan administration, costs, and compliance. You can register to attend here:
Optimizing your Company's 401(k) Plan Join Tax Director Michael W. Brewer, CPA, and Graham Mull, CFP, from Foundation Wealth on August 21st at 12 pm ET to learn how to offer a competitive benefits package that keeps your employees engaged and financially secure while ensuring the plan operates smoothly and cost-effectively.
08/05/2024
Check out insights from Matt & Graham on recent activity in the markets.
https://www.foundationwealthandtax.com/post/stay-the-course-navigating-your-401-k-through-market-drops
https://www.foundationwealthandtax.com/post/market-update-from-foundation-wealth-and-tax
Market Update from Foundation Wealth and Tax As of today, my daughter is 2 months old. As my wife and I filed out her baby book it asks about the world events of today. Needless to say, we both laughed wondering how to note the last few weeks of news in American politics and the world abroad. Volatile to say the least.
05/14/2024
Graham, our Director of Qualified Plans, dives into the complex world of retirement plan fees and what your business should consider in its plan design. Give it a read:
Understanding the Impact of Plan Fees on Retirement Savings When it comes to managing a retirement plan, transparency and diligence in understanding the associated costs are paramount. Plan sponsors play a crucial role in this realm, ensuring that their employees' retirement savings are not unduly eroded by fees. Here, we'll dive into the types of plan fees,...
04/19/2024
Graham Mull, MBA, CFP®, our Director of Qualified Plans, provides a comparison of 3(21) vs. 3(38) Advisors. Check it out here:
Simplifying Retirement Plan Management: The Value of 3(21) and 3(38) Advisors In the realm of retirement plan oversight, the roles of 3(21) and 3(38) advisors stand out for their critical contributions to fiduciary responsibility and risk management. Understanding these roles and leveraging our expertise as a 3(21)or 3(38) advisor is key to enhancing your retirement plan's ef...
03/05/2024
Our managing partner, Matt, weighs in on two hot topics: renting and inflation. Check them out.
https://www.foundationwealthandtax.com/blog/land-ownership-vs-renting-in-2024
https://www.foundationwealthandtax.com/blog/book-recommendation-the-price-of-tomorrow-by-jeff-booth
Book Recommendation: Matt Costa, CPA & CFP, provides a summary of
02/15/2024
Check out Graham's, our Director of Qualified Plans', thoughts on Secure 2.0.
Unlocking Financial Benefits: Navigating SECURE 2.0 Tax Credits for Your Business Graham Mull, CFP & MBA, provides an overview of SECURE 2.0 and how to leverage it for your business.