Financial Declutter

If you’ve switched jobs a few times, chances are your finances are more scattered than you realize 💼

Many professionals in their 40s and 50s find themselves with:

• Old 401(k)s left behind at previous employers
• Multiple savings accounts across different banks
• Investment apps and platforms that don’t talk to each other

Nothing’s technically wrong with this setup—but the fragmentation makes it harder to see your complete financial picture. When your money is spread across so many places, it becomes difficult to make informed decisions about:

✓ Overall investment strategy
✓ Tax optimization opportunities
✓ Retirement readiness
✓ Risk management

Consolidating and organizing your accounts could be one of the most valuable moves you make this year. When everything works together, planning becomes clearer and more effective.

Like if you’ve found at least one old account hiding somewhere! 👍

All content presented is for educational purposes only and should not be construed as a solicitation or offer to sell securities or provide investment, tax, or legal advice. All examples are hypothetical, for illustrative purposes only, and are merely arithmetic calculations. They are not representative of the performance of any type of investment, security, or strategy offered by the firm. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. Hypothetical returns do not reflect actual trading and may not be indicative of the performance of any specific investment. They are based on assumptions and estimates that may not be accurate or applicable to your individual situation. Always consult with a qualified financial advisor before making any investment decisions.

Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov.

Foundation Wealth Partners is a financial advisor serving Gen X and older Millennials in their 40s to mid-50s.

#FinancialPlanning #RetirementPlanning #401k #PersonalFinance #MoneyManagement #shorts

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