Foundation Wealth Planning

Foundation Wealth Planning Helping Catholics align their finances with their values. foundationwealthplanning.com

I am set up at the Salina Diocese Eucharist Conference. Stop by to get a pen, notebook and enter a raffle to win a prize...
07/31/2026

I am set up at the Salina Diocese Eucharist Conference. Stop by to get a pen, notebook and enter a raffle to win a prize.

I’m excited to share how Catholics can align their faith with their money. I look forward to meeting you!

07/21/2026

Prediction markets are not investing, they are gambling.

They have grown in popularity to the detriment of society. Be careful with them or avoid them entirely.

07/10/2026

So far in 2026, the markets have had a strong performance. Despite a lot of negative headlines, corporate earnings have been fairly strong.

YTD, volatility has been pretty low but no one knows how the rest of the year will turn out.

Be sure to review your investments and ensure you are still taking on the proper amount of risk that matches your situation.

07/06/2026

As of July 4th, you are able to receive the $1,000 into your child’s account if they were born in 2025 or 2026.

In some zip codes, you could get $250 if you child is 10 and under.

To open your account and get started, you can fill out tax form 4547 or start the process online.

06/30/2026

Imagine this scenario:

You have no debt, 6 months of expenses saved in the bank, a stable job but no investments at all. Should you panic?

06/23/2026

What’s the best investment?

Investments are kind of like knives. Different knives for different situations. You want to have a variety of knives in the kitchen to handle different situations.

Just like your investments. Different investments have different roles in the portfolio. There is not just one that’s the best.

Not advice, for education purposes only.

06/20/2026

Friday budget protein hack

06/18/2026

Does this sound like you?

If you are lacking a plan or you are having a hard time prioritizing saving vs spending, sign up for the newsletter or book an introductory call. See the comments for a link.

06/17/2026

Four pillars of Catholic Social Teaching and how does that relate to investing?

1. Life and dignity of the human person
2. Call to Family and Community
3. Care for God’s creation
4. Dignity of work and rights of workers

06/16/2026

Are there immoral ways to make money? Should that apply to our investment accounts?

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