What’s Next?

Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you. 

How Deep Is Your Bullpen?

You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.

When to Review Your Estate Plan

Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.

Executive Compensation Strategies

Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.

My Money Story

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.

What’s Next?

Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you. 

How Deep Is Your Bullpen?

You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.

When to Review Your Estate Plan

Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.

Executive Compensation Strategies

Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.

My Money Story

Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.