Travis Ramsdell - Founder & Financial Advisor, Foundation Wealth Partners

09/11/2026

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Estate planning for women must account for longer lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.

09/09/2026

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Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist

09/07/2026

For many families, your home is your biggest asset. It’s hard to think about, but would your loved ones be able to stay in their home if the unexpected happened?

The good news? Life insurance can help. It provides financial protection so your family can stay secure, no matter what the future holds.

Take the next step in protecting what matters most.

09/04/2026

A financial strategy is personal because what matters is personal.
Family. A home. A business. Education. Retirement. The ability to leave something meaningful behind.
Life insurance can be one part of a broader strategy designed around the people and priorities you care about most.

08/30/2026

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It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.

08/26/2026

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Co-owning a getaway property from now through retirement sounds ideal, but skipping this legal step puts your personal savings at risk.

07/25/2026

Whether you've managed finances on your own for years or recently experienced a major life change, a fresh perspective can be valuable.

A conversation may help identify opportunities, blind spots, or areas for refinement. Let's connect!

07/22/2026

Diversification is a commonly discussed principle in investing.

Spreading investments across different asset classes may help manage risk and support long-term objectives.

Every investor's situation is unique, which is why strategy matters.

07/20/2026

Many people spend more time waiting for the "right" time to get started than actually getting started.

Markets, interest rates, and headlines will always change. Having a strategy and staying focused on your long-term goals may matter more than trying to time every move.

07/15/2026

A financial review doesn't have to be complicated.

Taking time to revisit key areas of your financial life can help ensure you're still aligned with your goals.