06/16/2026
Let’s bring your goals into focus!
If your path to retirement is a bit blurry, tune into the Bright Wealth Management Show for your weekly dose of financial wisdom.
Our mission is to empower you through financial literacy and build a partnership that helps you reach your dreams for retirement.
06/16/2026
Let’s bring your goals into focus!
If your path to retirement is a bit blurry, tune into the Bright Wealth Management Show for your weekly dose of financial wisdom.
In financial planning, one size does not fit all.
Meet with Matt and the team at Bright Wealth Management to learn how we can custom-tailor Social Security, tax, and income strategies that meet your unique needs.
06/08/2026
You always have a seat at our table!
Whether you’re set to retire or just starting out on your journey, Matt Dages is here to help – both in person and on our weekly Bright Wealth Management Show.
For most of your career, you can hold firm and wait out any short-term market dips.
Once you enter retirement, you may no longer have that luxury.
05/30/2026
Key retirement ages can shape your future more than you think. Know what to expect and plan ahead.
Read more: https://ow.ly/p7qx50YNGsG
The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
The 9 Key Milestone Ages in Retirement These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
05/25/2026
Honoring the courage and sacrifice of those who fought for our freedom. Today, we remember and reflect. 🇺🇸
Retirement isn’t one size fits all. A personalized income plan and tax strategy can make all the difference.
Call 833-777-4296 to schedule your complimentary review.
05/19/2026
Behind the scenes, where the message comes together 🎬
05/14/2026
Falling behind on retirement savings? It’s not too late to catch up.
Explore simple strategies to help close the gap. Read more: https://ow.ly/5g9750YNGft
The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.
Five Ways to Catch Up on Retirement Savings If you’re in your highest-earning years, you can make up for lost time.
You’ve worked hard to build your wealth. Is it protected for the future?
Take our quick, free Estate Planning Readiness Quiz to see where you stand and what steps to take next. Scan the QR code or visit BrightLegacyQuiz.com.