You Can Be Crazy, Just Don’t Be Stupid
Category: Foster Group
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
Why I Try Not to Pay Attention to the News
Category: Foster Group
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
Why I Do, What I Do
Category: Foster Group
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
Who Is Your Team’s Financial General Manager
Category: Foster Group
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
When Was the Last Time You Reviewed Your 401(k) Plan?
Category: Foster Group
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
When It’s Time to Call in a Pro
Category: Foster Group
Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!
When Fraudsters Strike
Category: Foster Group
If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.
You Can Be Crazy, Just Don’t Be Stupid
Category: Foster Group
Are you restless with your current career? Here are some steps to help you plan for a “crazy” career change and set some smart guardrails.
Why I Try Not to Pay Attention to the News
Category: Foster Group
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
Why I Do, What I Do
Category: Foster Group
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
Who Is Your Team’s Financial General Manager
Category: Foster Group
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
When Was the Last Time You Reviewed Your 401(k) Plan?
Category: Foster Group
Do you run a small business that provides a 401(k) plan benefit for your employees? Do you ever wonder if you are following all the right steps to ensure that you are meeting your fiduciary responsibilities as a plan sponsor?
When It’s Time to Call in a Pro
Category: Foster Group
Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!
When Fraudsters Strike
Category: Foster Group
If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.
What’s Next?
Category: Foster Group
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.
What the Air Force Taught Me About Being a Financial Advisor
Category: Foster Group
Before I joined Foster Group, I served 24 years as a Survival, Evasion, Resistance, Escape (SERE) Specialist in the United States Air Force. It might seem like quite the career transition from Airman to Financial Planner. However, the two paths have more in common than one might expect.
What Makes You Cry?
Category: Foster Group
As someone who works at a financial planning and investment management firm, I think itÆs a question we should probably be asking our clients more often.