Estate Planning Opportunities in a Low Interest Rate Environment

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

06/16/2020

Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.

3 Options to Help Keep Your Ducks in a Row

Category: Financial Planning » Cashflow

By Foster Group

06/09/2020

Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.

4 Reasons You Should Hire a Financial Advisor Right Now

Category: Foster Group

By Foster Group

06/08/2020

When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.

10 Mistakes Investors Make Without Advisors

Category: Investing » Diversification

By Foster Group

03/03/2020

Everyone wants to cut out the middleman. When the market does well, many people think: “Anyone can do what an advisor does.” Human nature often delivers a different story.

Top 2019 Foster Group Blogs

Category: Foster Group

By Foster Group

01/03/2020

At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!

An Executive’s Financial Guide

Category: Financial Planning » Estate & Transfer Planning

By Foster Group

12/16/2019

Our eBook, An Executive's Financial Guide, can help with your road map to retirement, as we show you new ways to make use of your wealth for purposes important to you.

Timing Isn’t Everything

Category: Investing » Foster Group Investment Principles » Advance with Science

By Foster Group

08/01/2019

Attempting to buy individual stocks or make tactical asset allocation changes at exactly the “right” time presents investors with substantial challenges.

Fearing Finance- The Personal Angst Investors Feel

Category: Financial Planning » Behavioral Finance

By Foster Group

11/30/2017

Five Financial Planning Roadblocks for Millennials (And Everyone Else)

Category: Financial Planning » Behavioral Finance

By Foster Group

08/04/2017