Foster Financial Services

Foster Financial Services Foster Financial Services. Do you have Retirement Confidence? Learn how to invest with Confidence

07/17/2026

Caleb explores the rules around inheriting an IRA from both a spouse and a parent and the tax implications for each.






Securities and Advisory Services offered through Harbour Investments Inc. Member S**C. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you need to know about Inheritance Planning for Children when it comes to…

07/15/2026

Caleb discusses the key tax implications to know for spouses that may be inheriting IRAs.






Securities and Advisory Services offered through Harbour Investments Inc. Member S**C. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you need to know about Spousal Inheritance Planning when it comes to IRA …

Caleb outlines some of the main financial considerations for variable spending throughout the year while retired. ...
07/03/2026

Caleb outlines some of the main financial considerations for variable spending throughout the year while retired.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses variable spending and managing higher spending during summer months while you …

John breaks down the widow's tax trap and discusses how strategic financial planning may help mitigate this risk. ...
07/01/2026

John breaks down the widow's tax trap and discusses how strategic financial planning may help mitigate this risk.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

We chat with Foster Financial’s Holistic Financial Planner John Pynchon to talk about widow tax traps.

Caleb discusses the major wealth transfer that is expected to occur in the coming years. Women are expected to inherit t...
06/25/2026

Caleb discusses the major wealth transfer that is expected to occur in the coming years. Women are expected to inherit the majority of these assets, so Caleb outlines some tips to keep in mind.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you need to know about Spousal Inheritance Planning. Learn more at foster…

Caleb discusses some rules around restricted stock units and how they should be factored into a financial plan. Se...
06/24/2026

Caleb discusses some rules around restricted stock units and how they should be factored into a financial plan.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses Restricted Stock Units and how they impact your portfolio. Learn more at foste…

Join Heather as she discusses the rules on qualified charitable distributions. Securities and Advisory Services of...
06/19/2026

Join Heather as she discusses the rules on qualified charitable distributions.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

We’re joined by Foster Financial CEO and Holistic Financial Planner Heather Foster to discuss rules on qualified charitable disruptions.

Caleb outlines some of the main financial considerations when having a child. Today, he discusses 529 accounts and Retir...
06/16/2026

Caleb outlines some of the main financial considerations when having a child. Today, he discusses 529 accounts and Retirement Planning.







Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses what you should consider when it comes to your finances as you prepare to have…

Caleb discusses some important concepts when considering the use of a Home Equity Line of Credit. Securities and ...
06/10/2026

Caleb discusses some important concepts when considering the use of a Home Equity Line of Credit.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses Home Equity Line of Credit (HELOC) and when is the best time to use one. Learn…

Inheriting wealth involves a number of important rules and considerations. John emphasizes the importance of understandi...
06/04/2026

Inheriting wealth involves a number of important rules and considerations. John emphasizes the importance of understanding the legal aspects involved.






Securities and Advisory Services offered through Harbour Investments Inc. The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company. Heather Foster is advisory licensed in AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MO, MN, NY, NC, OH, PA, SC, TN, TX, WA, WI. Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

We chat with Foster Financial’s Holistic Financial Planner John Pynchon about pension election strategies.

Address

2720 Dupont Commerce Court, Suite 170
Fort Wayne, IN
46825

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 6pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Foster Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category