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.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
How the magic of writing a letter could help convey your intentions to a beneficiary.
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
For many family businesses, the lack of clear succession plans is the most significant challenge.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.
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.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Essential do’s and don’ts that could help you enjoy your retirement life to the fullest.
What are Key Benefits to A Close Advisor-Client Relationship? Let's look at a few that rise to the top.
How the magic of writing a letter could help convey your intentions to a beneficiary.
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
For many family businesses, the lack of clear succession plans is the most significant challenge.
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
How do we prepare our young people to lead and do it quickly?
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
