Retire Smart Kansas

10/08/2026

Whether it’s sports or financial planning, it helps to have a coach in your corner.

You may be able to put up big numbers on your own, but a coach can draw up a winning game plan that makes the most of them.

10/07/2026

Open enrollment will be here before you know it. 👀

Now’s a good time to give your current Medicare coverage a little checkup and see if anything needs attention before October 15.



This is not endorsed by the U.S. government or associated with any federal Medicare program. If applicable, we do not offer every plan available in your area and contacting us will direct you to a licensed insurance agent. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.

09/28/2026

Life insurance acts as a financial safety net for your family. If you die while it’s active, your insurance company pays a sum of money to the people you’ve named in your policy.

You may already know the basics, but in honor of Life Insurance Awareness Month, here’s a deeper dive on how it may be able to help you and your family.
https://ow.ly/q6Tr50ZCu5Y

Life insurance provides financial protection by offering a payout to loved ones after your death, helping cover expenses, replace income, and secure their future.

09/22/2026

Estate planning can feel complicated, but understanding the basics is a good place to start.
A revocable living trust can help assets avoid probate while keeping personal matters more private.

Have you included a trust in your estate planning conversations?

09/21/2026

When someone buys life insurance, they expect the money will be there to help the people they leave behind.

But as more Americans take on substantial debt, families are discovering financial obligations don't necessarily end with a person's death. Could lenders pull from life insurance proceeds to cover what they’re owed? It depends.
https://ow.ly/BrLl50ZBETZ



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 views 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.
Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

Life insurance is designed to protect your loved ones, but can issues with debt impact that? Here's what to know.

09/15/2026

Many financial advisors provide strategies to put the possibility of retirement in play.

We provide specialized coaching for the home stretch, ensuring you cross the goal line with confidence.

09/14/2026

One financial move you might not realize you should make before interest rates drop any further is to buy whole life insurance.

These policies can provide stability to your loved ones if you pass away, while also protecting your own financial future. https://ow.ly/UbW850ZBEPc



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 views 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.
Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.
They are not guaranteed by any bank or the FDIC.

Now is a good time to diversify your retirement portfolio with a whole life insurance policy.

09/08/2026

Grab your coffee and settle in.

Spend part of your Sunday morning with Thad Wellshear as we break down retirement topics and financial questions that may be on your mind.

09/07/2026

The United States is facing a critical wealth preservation challenge, but the solution is already within reach.

Millions of Americans either don’t know these tools exist or mistakenly believe they are out of reach. Learn more at the link below:
https://ow.ly/W9A450ZBENg



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 views 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.

This content is not endorsed by or affiliated with the Social Security Administration or any U.S. government agency
This is not endorsed by or affiliated with Medicare or any U.S. government agency.
We do not offer every plan available in your area.
For information about all available options, visit Medicare.gov or call 1-800-MEDICARE.
Comments regarding safe and secure investments or guaranteed income streams refer only to fixed insurance products and not investment advisory products.
Insurance guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurance company.

Millions of Americans have no protection for unexpected health costs in retirement. The answer isn't health insurance.

09/01/2026

Most people have a basic understanding of life insurance’s purpose.

But many policies have features that go beyond a simple death benefit. This September, take a minute to look into how life insurance could benefit your finances in the present, as well as your loved ones down the road.