The Power of Answering Two Key Questions
Category: Foster Group
How can answering two key questions potentially change your perspective on retirement?
The Ruling on the Field is Under (Fiduciary) Review
Category: Foster Group
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
The Second Home: A Different Kind of “Bond” Investment
Category: Foster Group
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.
The Stories We Tell Ourselves
Category: Foster Group
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
The Three To-Do’s in the Fourth Quarter
Category: Foster Group
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
The Two Most Important Questions to Answer When Choosing a Financial Advisor
Category: Foster Group
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
Things to Ponder This Holiday Season
Category: Foster Group
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
Thoughts on Life and Leadership from Nine of Des Moines’ Best
Category: Foster Group
I went to the Business Record’s 90 Ideas in 90 Minutes Event. Nine people were given the opportunity to speak. They shared up to ten of their best ideas for life and leadership. I’ve compiled my Top Nine list in alphabetical order.
Three Fun Budgeting Benefits
Category: Foster Group
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
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.
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?
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.
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.
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.
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.
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.