While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
