Ross Polking, Author at Foster Group - Financial Planning Insights

Asking the Right Question

Category: Financial Planning » Behavioral Finance

By Ross Polking

03/13/2020

As a paramedic, my dad built a career out of caring for people, and in virtually every instance, did so by starting with one simple question: "What hurts?" For over 30 years now at Foster Group, we've been asking the same question.

Not All Advisors Are Created Equal

Category: Foster Group

By Ross Polking

12/18/2019

If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.

Life is Full of Taxes

Category: Financial Planning

By Ross Polking

11/15/2019

As the calendar races to a close, it’s important to consider the impact of selling securities in a non-qualified (aka brokerage or non-retirement) account. While everyone’s situation is different, it’s important to understand the basics.

457(b): The Good, The Not so Good, and The Not Good at All

Category: Financial Planning

By Ross Polking

05/28/2019

457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.