Plan Today, Own Tomorrow

Happy Father's Day!

Don’t get left holding a tax time bomb.

On “Plan Today Own Tomorrow,” Garry explains ways you can reduce your tax burden now, before our national debt and other factors force tax brackets to skyrocket in the future.

This checklist covers important financial steps to think through before retirement arrives. 📌 https://ow.ly/tMFX50YZJwh



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

A 10-Year Retirement Planning Checklist Keep this 10-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions.

We do things by the book!

Host Marissa Morgan joins our founder, Garry Thurman, to provide step-by-step guidance on how you can achieve financial confidence in retirement.

Today, we honor the heroes who gave everything to secure the liberties we enjoy.

Wishing you and your family a meaningful Memorial Day as we remember the fallen.

Everyone could use a little extra money … and scammers know this.

Through false promises and clever schemes, con artists stole more than $7.9 billion through investment scams in 2025. Here’s how you can avoid adding to that total this year.

https://ow.ly/T9g950YN9qp



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

With people losing big to investment scams, learn how to spot and avoid them You might be interested in making money through investments. Who isn’t? So offers that promise big returns might draw your attention…and scammers know this. They use those promises and clever schemes to lure you in and, unfortunately, people are losing big money on investment scams. In fact, FTC...

Two pros talking shop.

Garry Thurman and Tim McDermott have decades of experience in financial services. On “Plan Today, Own Tomorrow,” they reveal the trends their seeing in real time, and more importantly break it all down in layman’s terms.