Foundation Wealth and Tax Advisors

Foundation Wealth and Tax Advisors 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.

Matt Costa, CPA, CERTIFIED FINANCIAL PLANNER gives his thoughts on recent market movements and the road ahead. Give it a...
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:

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...

In addition to our market outlooks, be sure to check out Graham Mull, MBA, CFP®'s insights on optimizing your company's ...
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

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...

Graham, our Director of Qualified Plans, will be speaking on a webinar with Strategic Tax Planning next Wednesday at 12 ...
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:

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. 

Check out insights from Matt & Graham on recent activity in the markets.https://www.foundationwealthandtax.com/post/stay...
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

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.

Graham, our Director of Qualified Plans, dives into the complex world of retirement plan fees and what your business sho...
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:

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,...

Graham Mull, MBA, CFP®, our Director of Qualified Plans, provides a comparison of 3(21) vs. 3(38) Advisors. Check it out...
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:

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...

Check out Graham's, our Director of Qualified Plans', thoughts on Secure 2.0.
02/15/2024

Check out Graham's, our Director of Qualified Plans', thoughts on Secure 2.0.

Graham Mull, CFP & MBA, provides an overview of SECURE 2.0 and how to leverage it for your business.

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15720 Brixham Hill Avenue, Suite 300
Charlotte, NC
28277

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