Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Cheers to Johnny D!

Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Cars, Planes, and Market Crashes

As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come. 

Life is Full of Taxes

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Confirming What You Know

Even though I’ve been helping married clients with their money for years, I realized we needed help. Were we thinking about things in the right way? Were we asking the right questions? Were we doing a good job of listening to each other and respecting our differences? 

Cheers to Johnny D!

Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Cars, Planes, and Market Crashes

As a pilot, it's important to be prepared for worst-case scenarios (even though they're rare!). The same is true for your financial life. Having the right plan and portfolio can help you stay calm even when the storms come. 

Life is Full of Taxes

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

Asking the Right Question

As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.