Retirement: Living Well and Fully Living
Category: Financial Planning
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
Six Key Benefits to A Close Advisor-Client Relationship
Category: Financial Planning » Behavioral Finance
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Playing Jazz and Your Finances
Category: Financial Planning
Successfully playing jazz starts with fundamentals. The same is true of our personal finances.
Monte Carlo Analysis & Your Retirement
Category: Financial Planning
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
The Significance of an Emergency Fund
Category: Financial Planning
An emergency fund is not merely about setting money aside; it's about cultivating peace of mind and stability when life throws unexpected challenges your way.
The Magic of Writing a Letter
Category: Financial Planning
How the magic of writing a letter could help convey your intentions to a beneficiary.
Three Tips to Help Set Yourself up for Retirement
Category: Financial Planning
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
The Corporate Transparency Act is Here: What you Need to Know
Category: Financial Planning
Several frequently asked questions regarding the CTA and its new reporting requirements that will impact millions of business entities and, more specifically, their owners.
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning
How do we prepare our young people to lead and do it quickly?
The Joy of Generosity
Category: Financial Planning
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
What I Have Learned From My Journey of Generosity
Category: Financial Planning
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
Why should you have a budget?
Category: Financial Planning
The word, budget, can induce fear and anxiety for some people. But I would argue that creating a budget and being disciplined in the process creates more freedom and flexibility than the alternative.
Money, Happiness, & Meaning
Category: Financial Planning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
Have You Come to Terms with the Reality of Your Retirement?
Category: Financial Planning » Behavioral Finance
People come to terms with the fact they will one day retire. Maybe not in the next year or two but sometime in the next five. Often, it’s a reality they’ve been denying.
How to Use Your Deferred Compensation Plan
Category: Financial Planning
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
Event Replay: Generosity. More Than One Way to Give. More Than One Way to Get Started.
Category: Financial Planning » Charitable Giving
What does generosity mean to you? Foster Group Founder Jerry Foster and his wife, Nancy, share stories about starting small and finding causes they believed in. Hear how you can discover and develop your unique generosity framework.
Psychology and Wealth
Category: Financial Planning
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
Time to Revisit Your Cash Reserve Fund
Category: Financial Planning » Cashflow
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.