Foster Group - Financial Planning Insights

What is your Legacy?

Category: Financial Planning » Behavioral Finance

By Joe Bantz

08/24/2023

We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.

Blind Spots

Category: Financial Planning » Behavioral Finance

By Joe Bantz

05/27/2016

It’s Worth the Trip!

Category: Financial Planning » Behavioral Finance

By Joe Bantz

03/12/2021

We had completed our hike successfully, and the challenges made it more memorable and satisfying. The same is true for all of us as investors.

Discover the Real Meaning of Financial Independence

Category: Financial Planning » Behavioral Finance

By Joe Bantz

08/25/2020

In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”