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  • Retirement Education library

  • Discover a wealth of resources designed to help you navigate retirement with confidence. Access webinars, podcasts, blogs, and videos for the insights you need to make informed decisions about your financial future. Explore our library and start learning about your secure and fulfilling retirement today. 

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Educational videos & Podcasts

Discover in our video library for education, tips, and more.

Access Free Videos & Podcasts

Why is Having a Retirement Plan Critical?

Are Annuities Right For You?

Investment Trends & Bucket Strategy with Tom Hegna

 

Don't Let Taxes Ruin Your Retirement | The Retirement Planner Podcast Ep. 1 (feat. Dave Alison)

 

Interactive tools

Take an online assessment

Our online quizzes and calculators can help you set a baseline to start building your retirement roadmap.

• How close are you to retiring?
• What tax liabilities should be on your radar?
• What's your risk tolerance?

A Holistic Plan can help you take all of these answers into account for your financial future.

Retirement Readiness Quiz
Tax Calculator
Risk Assessment

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on-Demand Webinars

Access online webinars to help you navigate the complexities of retirement planning. To watch on demand webinars, click the access webinar button.

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On-Demand Webinars Channel SC

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Blogs

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Latest Blog
Testimonials

Meet the Eigels: A Chamberlin Retirement Case Study

It’s become a standby piece of advice for travelers: If ...

  • The Chamberlin Group
  • January 27 2026
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Latest Blog
Holistic Retirement Planning

Is Retirement Planning One of Your 2026 New Year's Resolutions?

Happy New Year From Chamberlin! Can you believe we’re in the ...

  • The Chamberlin Group
  • January 7 2026
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Latest Blog
Chamberlin News

Meet Lead Holistic Planner Josh Reesman

One of the things that makes Chamberlin unique is that we ...

  • The Chamberlin Group
  • October 29 2025
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Disclaimer

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. 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 exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083

 

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