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As things in our lives change and evolve, so do our financial goals. Significant family events, home purchases, promotions, health events, changing rules and regulations, and shifting market conditions all play a part in how we approach our financial future.

Are you starting the new year with a clear plan for your money—or just hoping things fall into place? As the year wraps up, it’s the perfect time to reset, review your habits, and set simple, intentional goals that actually move you forward. Small steps, clear targets, and consistent check-ins can turn loose intentions into real progress. Let’s make this next year the one where your money finally works for you, not against you.

Laconia, New Hampshire —  The Foundry Financial Group, Inc., a fee-only Registered Investment Advisory firm serving clients throughout the Lakes Region and beyond, is pleased to announce that two key members of its advisory team, Daniel J. Rivet, CFP®  and Sarah M. Anderson, CFP® , have joined firm President Michael Fogarty, CFP®  as shareholders of the firm. In addition to their ownership roles, Mr. Rivet has been appointed Vice President , and Mrs. Anderson has been appoint

Written By: Daniel Rivet, CFP ® As the year winds down, many of us start thinking about giving back. It’s a natural time to support causes we care about. With a little planning, you can make your generosity go further.   Recently, my colleague Brady Martin shared a great piece on Charitable Giving with a Tax Advantage: Using Your IRA for Good . I wanted to build on that idea and highlight a few ways to make your giving both meaningful and tax-efficient this season.   1. Dona

With the Federal Reserve starting to lower interest rates, many borrowers are wondering if it’s the perfect moment to refinance. While lower rates can open up opportunities, timing alone doesn’t tell the full story. Before making your move, consider how factors like market conditions, lender policies, and your long-term financial goals play into the decision.

Written by: Brady Martin, Wealth Management Advisor In retirement, many people find that giving back to their communities plays an...

By Ava Clark, Wealth Management Associate Credit cards are a financial tool used all around the world—to build credit, cover large expenses, or fund your occasional shopping spree. But they are a double-edged sword: used wisely, they can enhance your financial flexibility and unlock valuable perks; used carelessly, they can trap you in a world of debt. While there are numerous pros and cons to owning a credit card, the number one rule to follow is to never carry a balance. Dr

By Dan Rivet, CFP® If you started a High-Deductible Health Plan (HDHP) late in the year but still want to take advantage of Health...

Written By: Sarah Anderson, CFP ® The “One Big Beautiful Bill Act” was signed into legislature on July 4, 2025, and brings numerous...

By Michael Fogarty, CFP®   A good travel lounge is perhaps the only place where a two-hour flight delay might be considered acceptable. ...

Article Written By: Josh Allen Has your business been growing steadily? Has your team been expanding? It might be time to reevaluate...

By Michael H. Fogarty, CFP® This is a common question from our clients who are working hard to build home equity and save for their...