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Megan Barnard 10/6/21 Megan Barnard 10/6/21

The New Washington Proposals

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Megan Barnard 9/29/21 Megan Barnard 9/29/21

Getting Carded on Your Plan

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Megan Barnard 9/22/21 Megan Barnard 9/22/21

Dodging IRA Rollover Errors

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Divorce & IRA Beneficiaries

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Megan Barnard 9/7/21 Megan Barnard 9/7/21

Real Estate Problems: Avoiding a Nuisance Property

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Megan Barnard 8/31/21 Megan Barnard 8/31/21

Using a Solo 401k to Your Advantage

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Megan Barnard 8/25/21 Megan Barnard 8/25/21

Can an Eligible Beneficiary Split Their Inherited IRA?

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Megan Barnard 8/18/21 Megan Barnard 8/18/21

5 HSA Benefits That May Surprise You

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Megan Barnard 8/10/21 Megan Barnard 8/10/21

Are you dreaming of retirement on the water?

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Megan Barnard 8/3/21 Megan Barnard 8/3/21

What is the State of Retirement in America?

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Megan Barnard 7/27/21 Megan Barnard 7/27/21

Financial Myths to Stress-Free Retirement

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Megan Barnard 7/20/21 Megan Barnard 7/20/21

How You Can Reduce Your RMD

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Megan Barnard 6/28/21 Megan Barnard 6/28/21

How to Better Ensure Your Retirement Nest Egg Lasts

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Megan Barnard 6/28/21 Megan Barnard 6/28/21

The Benefits of Having a Schedule in Retirement

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Megan Barnard 6/28/21 Megan Barnard 6/28/21

Retirement Planning By the Numbers

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Megan Barnard 6/5/21 Megan Barnard 6/5/21

Do you have enough planned if you live to 100?

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Megan Barnard 6/5/21 Megan Barnard 6/5/21

After One Year of Covid-19, America’s Retirement Crisis Is Little Changed

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Megan Barnard 6/5/21 Megan Barnard 6/5/21

How to Know if Your Retirement Savings Are on Track

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Megan Barnard 5/19/21 Megan Barnard 5/19/21

Will Your Retirement Income Be Enough?

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Megan Barnard 5/19/21 Megan Barnard 5/19/21

I Am Over 50, What Should I Do To Plan For Retirement?

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If you want to be part of what we do, give us a call and set up a time to chat with Jeremy. You won’t be disappointed in the genuine, knowledgeable, and comprehensive financial advice Jeremy can give to help you live a worry-free retirement. Call 207.576.0503 or Schedule an appointment!

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor.

The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Jeremy Barnard providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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