In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
In financial planning, goals are important. There are different planning strategies we implement for different types of goals, and it is crucial for your advisor to understand how you plan or hope to use your money in the future.
By the time you read this, you will have most likely forgotten today. My guess is that you won’t remember what went on this day. You might remember a feeling or thought you had when you heard what was happening in the stock market. But then, you sent an email, mowed your lawn, took your dog on a walk and ate something healthy, like broccoli, for dinner.
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
Small business owners face many challenges in today’s competitive environment. We often hear of the burden rising healthcare costs have on a business’s sustainability, profitability, and ability to attract and retain key talent. Let’s explore some winning strategies that have been implemented by a variety of businesses across the area.
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.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
In financial planning, goals are important. There are different planning strategies we implement for different types of goals, and it is crucial for your advisor to understand how you plan or hope to use your money in the future.
By the time you read this, you will have most likely forgotten today. My guess is that you won’t remember what went on this day. You might remember a feeling or thought you had when you heard what was happening in the stock market. But then, you sent an email, mowed your lawn, took your dog on a walk and ate something healthy, like broccoli, for dinner.
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
It's that time of year – what's left on your list for 2022? This week, Kent Kramer discusses three possible ways to save on taxes, one possible way to increase the return on your cash, and one cautionary tale as a reminder as we think about investing in 2023.
Small business owners face many challenges in today’s competitive environment. We often hear of the burden rising healthcare costs have on a business’s sustainability, profitability, and ability to attract and retain key talent. Let’s explore some winning strategies that have been implemented by a variety of businesses across the area.
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.
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
