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Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk

Category: Financial Planning » Behavioral Finance
By Ashlee Vieregger
10/04/2023

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.

Embrace Uncertainty and Teamwork – Insights from the Men’s College World Series

Category: Financial Planning
By Ashlee Vieregger
08/03/2023

Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.

A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”

Category: Investing » Foster Group Investment Principles » Accept Uncertainty
By Ashlee Vieregger
07/05/2023

Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.

Are You Approaching Retirement? It’s Time to Get Your Financial Health in Order.

Category: Financial Planning
By Ashlee Vieregger
05/23/2023

Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.

Equity Compensation: What You Need to Know

Category: Financial Planning » Executive Compensation
By Ashlee Vieregger
05/03/2023

The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.

Three Ways to Teach Kids Important Financial Skills

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
03/23/2023

Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.

Building a Framework for Family and Charitable Gifts

Category: Financial Planning » Estate & Transfer Planning » Advanced Techniques
By Ashlee Vieregger
11/10/2022

Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”

Party of 4 – Estate Planning Basics to Celebrate

Category: Financial Planning » Retirement Planning » Beneficiary Planning
By Ashlee Vieregger
10/17/2022

Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week! 

Preparing Your Heirs for the Great Wealth Transfer

Category: Financial Planning » Charitable Giving
By Ashlee Vieregger
07/28/2022

Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs.  Here are three simple ideas to get you started on a rewarding family governance journey.

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