Women Live Longer – Estate and Housing
Category: Financial Planning » Retirement Planning
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Inherit $100 and Advance to Go!
Before taking action on your inheritance, here are three things to consider.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Retirement Planning
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Retirement Planning
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Creating Your Paycheck in Retirement
Category: Financial Planning » Retirement Planning
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Protect Your Taxes: What You Need to Know About IRS IP PINs
Category: Financial Planning
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
What’s Next?
Category: Financial Planning » Retirement Planning
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.
“My Portfolio is Doing Well / Poor Compared to What?”
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
How Deep Is Your Bullpen?
Category: Financial Planning » Retirement Planning
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.
Women Live Longer – Estate and Housing
Category: Financial Planning » Retirement Planning
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Inherit $100 and Advance to Go!
Before taking action on your inheritance, here are three things to consider.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Retirement Planning
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Retirement Planning
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
Creating Your Paycheck in Retirement
Category: Financial Planning » Retirement Planning
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
Protect Your Taxes: What You Need to Know About IRS IP PINs
Category: Financial Planning
Tax season is already complicated enough, but identity theft can make it significantly worse. To help safeguard taxpayers, the IRS offers the Identity Protection Personal Identification Number (IP PIN). Here’s a breakdown of what an IP PIN is, how to get one, and insights on who should consider using it.
What’s Next?
Category: Financial Planning » Retirement Planning
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.
“My Portfolio is Doing Well / Poor Compared to What?”
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
How Deep Is Your Bullpen?
Category: Financial Planning » Retirement Planning
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.
A Rude Awakening — You Need an Estate Plan Today!
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
Financial Planning for Women: Preparing for a Longer Life Expectancy
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
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.