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December 22, 2023

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Disclosures:

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the authors, Ben Fuchs and Fuchs Financial, providing such comments, and should not be a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in this commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal, or tax advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including the receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manage its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

Fuchs Financial is not connected with or endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.Gov or 1-800-MEDICARE to get information on all of your options.

Fuchs Financial is not endorsed or affiliated with the Social Security Administration or an U.S. government agency.

Any comments regarding safe and secure investments and/or guaranteed income streams refer only to fixed insurance products overseen by state insurance regulators and not any investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.

All testimonials on this page are unpaid and unsolicited client testimonials. All clients have had a financial relationship with Ben Fuchs and Fuchs Financial for over 6 months and are providing their personal opinion. This may present a conflict of interest as each particular client’s testimonial may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. There was no compensation paid to the client for this testimonial. A client testimonial does not guarantee future investment success and should not be indicative that any client or prospective client will experience the same or a higher level of investment performance. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results.

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Who We Are
Our Mission

Our Process

Booklets & Guides

FAQ

Get Started
What We Do
Read About Our How To Retire
Blueprint
Retirement Planning

Income Planning

Investment Advising

Tax Planning

Healthcare Planning

Wealth Management

Estate and Legacy Planning

Social Security Planning

Semi-Annual Review
Meet The Team
Insights

Discover How To Pay Minimum Taxes

On Your Retirement Income

Download Our Customized How to Retire Guides

Planned for your needs.

In The Community

Fuchs Financial Supports Friends of Feeney...

Fuchs Financial Gives Back at Wadsworth...

Fuchs Financial Team Volunteers at Connecticut...

Events

In The Media

Mistakes to avoid before retirement

April 12, 2026

How To Protect Your Retirement in a Turbulent World

March 22, 2026

Preparing Your Financial Toolbox to Build a Secure Retirement

March 15, 2026

Blog

What Is the Rule of 75?...

What Is the Rule of 55?...

Is Your Retirement Portfolio Working as...

What Net Worth Is Considered Wealthy...

The Biggest Financial Mistakes People Make...

Learning Center

New 2025 Social Security Fairness Act...

Are You Diversifying Correctly?
Calculators
Retirement Income Calculator

Retirement Savings Calculator

Retirement Tax Bill Calculator

Future Value Calculator
Get Started

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