Foster Financial Services

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

Wondering what to do with unused 529 funds? Heather walks through potential options and what to consider next. 529...
05/28/2026

Wondering what to do with unused 529 funds? Heather walks through potential options and what to consider next.





529 Plan State tax laws and treatment may vary. Earnings on non-qualified distributions may be subject to income tax and a 10% federal penalty tax. Please consult your tax adviser for more information. Investments involve risks, including loss of principal. 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 what to do with leftover 529 Funds.

Caleb outlines how lump sum pension payouts work and who may benefit from choosing this option. Securities and Adv...
05/19/2026

Caleb outlines how lump sum pension payouts work and who may benefit from choosing this option.






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 pensions and the various payout options, including receiving it as a lump sum.…

Caleb outlines some of the main financial considerations when having a child. Today, he discusses cashflow and life insu...
05/14/2026

Caleb outlines some of the main financial considerations when having a child. Today, he discusses cashflow and life insurance.






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 recent market trends around dips in the market – even during years where there is a positive return. ...
05/07/2026

Caleb discusses recent market trends around dips in the market – even during years where there is a positive return.





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 the recent market volatility and how to navigate the ups and downs in your por…

John reviews pension basics and explores strategies for using pensions to support retirement income. Securities a...
05/01/2026

John reviews pension basics and explores strategies for using pensions to support retirement income.







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.

Caleb discusses some important steps in determining how conservative or aggressive your investment accounts should be as...
04/28/2026

Caleb discusses some important steps in determining how conservative or aggressive your investment accounts should be as you get closer to retirement.






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, NC, NY, OH, PA, SC, TN, TX, WA, WI. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IA, IN, MI, MN, NC. Caleb Doane 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 the various strategies to reduce your investment risk. Learn more at fosterfin…

Caleb outlines how planning for different phases in retirement can make your financial plan more dynamic. Securiti...
04/22/2026

Caleb outlines how planning for different phases in retirement can make your financial plan more dynamic.






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, NC, NY, OH, PA, SC, TN, TX, WA, WI. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IA, IN, MI, MN, NC. Caleb Doane 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 the various phases of retirement and how a financial advisor can guide you thr…

Heather explores charitable giving strategies designed to support causes you care about while potentially offering tax s...
04/16/2026

Heather explores charitable giving strategies designed to support causes you care about while potentially offering tax savings.





Donor Advised Funds may have additional administrative costs and give you less control on how the funds are allocated. 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, NC, NY, OH, PA, SC, TN, TX, WA, WI. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IA, IN, MI, MN, NC. Caleb Doane securities licensed in IN, MI, NY, OH, PA, TX

We’re joined by Foster Financial CEO and Holistic Financial Planner Heather Foster to discuss understanding and utilizing donor-advised funds.

Caleb discusses how active investment managers use sector rotation to seek better outcomes for investors. Securitie...
04/14/2026

Caleb discusses how active investment managers use sector rotation to seek better outcomes for investors.





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, NC, NY, OH, PA, SC, TN, TX, WA, WI. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IA, IN, MI, MN, NC. Caleb Doane 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 recent stock market trends and the strategy behind sector rotation. Learn more…

Caleb outlines the primary pension payout options and some considerations when making this decision. Securities an...
04/09/2026

Caleb outlines the primary pension payout options and some considerations when making this decision.





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, NC, NY, OH, PA, SC, TN, TX, WA, WI. John Pynchon is advisory licensed in FL, GA, IA, IN, MA, MI, MN, NC, NY, OH, PA, SC, TX, WI. Caleb Doane advisory licensed in AL, CA, CO, FL, GA, IA, IN, MI, MN, NC, OH, PA, SC, TX, WI. John Pynchon is securities licensed in AZ, IA, IN, MI, MN, NC. Caleb Doane 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 pensions and what you need to know when it comes to pension payouts. Learn mor…

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

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