Foxworthy Wealth Advisors

06/03/2026

From vacations and road trips to camps, concerts, and cookouts, summer expenses can add up quickly. A little planning now can save you a lot of stress later.

Here's how to get ahead of summer spending:
• Make a list before you book — Know what you're spending before the trip, not after.
• Set a "fun money" limit — Give yourself and your family a daily or weekly spending cap for discretionary spending.
• Plan for back-to-school — It comes fast. Factor school supplies and clothing into your summer budget now.
• Compare before you commit — Flights, hotels, and vacation packages vary widely. A little research can save hundreds.

Summer memories don't have to come with a side of financial stress. With a simple plan, you can enjoy the season and still feel good about your finances.

06/01/2026

05/15/2026

🚐 CTN plays a vital role in keeping our community connected, ensuring older adults, individuals with disabilities, and neighbors with transportation barriers can access essential services, medical appointments, and meaningful daily activities. Their mission aligns deeply with our values of service, dignity, and strengthening the Fort Wayne community.

🚌 We’re grateful for the opportunity to help fuel CTN’s impact and honored to stand alongside so many organizations committed to making transportation accessible for all.

It's the PEOPLE who make the PARTY! We're stoked to party like it's the 80s with all our friends as we champion an impactful cause: connecting people in need to the essential resources that help them live more independently and fully.

👏 Special thanks to our table sponsors for our Dine4Rides 80s Party:
1st Source Bank
Ash Brokerage
Citilink
Custom Engineering & Fabrication, Inc.
Elevatus Architecture
Foxworthy Wealth Advisors
Mike & Angie GeRue
Health Insurance Inc.
Krieg DeVault
Lutheran Social Services of Indiana
PHP - Employee Benefits
PNC
Service Electric Company
Strahm Building Solutions
Superior Van and Mobility
Ternet Family Foundation
Truck Maintenance, Inc.

🎟️ Grab your tickets for this totally tubular, fun-filled gala on May 28: https://secure.qgiv.com/for/dine4rides/event/dine4rides2026/

04/29/2026

You've booked your summer getaway, but have you planned for:

Daily meals and drinks
• Excursions and activities
• Transportation and tips
• Souvenirs and unexpected expenses
• Travel essentials (sunscreen, medications, etc.)

These "invisible costs" can easily blow a carefully planned budget. Here’s a smarter approach:

✓ Create a realistic daily spending budget (not just accommodations)
✓ Research actual costs for activities and meals at your destination
✓ Start a dedicated vacation fund 3-6 months out
✓ Build in a 15-20% buffer for the unexpected

The result? You'll be able to relax on your vacation instead of wincing every time you check your account.

04/24/2026

Let’s brush up on our financial literacy and break down the terms that matter most. Today, let’s talk about the dangers of inflation.

Most people think of inflation as rising prices at the grocery store or gas pump. And yes, that's part of it.
But here's the piece that often gets overlooked: Inflation quietly erodes your savings.

If inflation runs at 3% annually and your savings account earns 0.5%, you're effectively losing purchasing power even as your balance grows.

That’s where diversification and crafting a long-term financial strategy come in handy. Having a mix of cash and long-term investments that mitigate inflation is an important part of a well-rounded financial plan.

04/22/2026

What does the Federal Reserve do? The Federal Reserve is the central bank of the United States. It sets monetary policy for the United States and influences the flow of money by setting the federal funds rate for interbank lending.

By adjusting the federal funds rate, The Fed influences how much it costs to borrow money for virtually everything: mortgages, business loans, credit cards, and more.

The goal of the Federal Reserve is to maintain stability within our country’s financial system, a “dual mandate” of maximizing employment and keeping stable prices.

04/17/2026

Active vs. Passive Investing – which is right for you?

Passive funds track the market through the purchase of index funds. Low cost, low maintenance, and has the potential to offer consistent returns over time.

Active funds rely on fund managers making strategic moves to achieve a positive return. There’s higher potential, but higher fees and higher risk as well.

One size does not fit all. Your goals, timeline, and risk tolerance all matter.

Curious which approach fits your financial plan? Let's talk.

04/15/2026

Spring isn't just for cleaning out closets, it's the perfect time to refresh your business and set yourself up for a stronger second quarter.

Here are five areas every business owner should tackle this season:
• Financial Health Check - Review your Q1 numbers, update your budget, and reevaluate expenses that aren't delivering ROI.
• Digital Declutter - Clean up your email inbox, organize your files, update passwords, and archive old projects.
• Process Audit – Identify workflows that are slowing your business down and workshop ways to improve.
• Team Refresh - Schedule check-ins with your team, revisit goals, and address any communication gaps. A re-energized team drives better results.
• Marketing - Update your website or social media accounts, clean your email list, and make sure your messaging still reflects what you offer and who you serve.