Do Headlines Cause You to Take Action?
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Takeaways from a smattering of the headlines across a wide range of news sources in 2022 and early 2023.
Strangely, a down market and the response of the government to it has created potential planning opportunities that wouldn’t have otherwise been there.
For more than 20 years, I ran competitively. Last year, I spent three to four months training consistently and failed to reach one of my goals.
I listened to a great show on the Hidden Brain podcast a couple months ago: Work 2.0 – The Obstacles You Don’t See. The big takeaway was that often the path to success is not about more motivation but removing obstacles. I think the podcast has had a big impact on my life already. Let me explain.
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.
A few weeks ago, my colleague, Matt Moklestad, shared a blog about 8 changes from the SECURE Act 2.0. While many of the changes in this legislation are beneficial for employers, there is a lot in this act that is also going to be very beneficial for plan participants.
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
Happy National 401(k) Day! As we take today to celebrate 401k’s, it’s important to consider the increasing challenges employees in our country face when it comes to retirement readiness.
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
Many industries use acronyms. Financial services are no different: QCD, RMD, DAF, and IRA to name a few. They each have their own rules and guidelines. We enjoy working with clients on a daily basis to help make sense of these terms.
Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms.
Over the years, I have found it helpful to hire experts to do things or guide me through areas of life which are too difficult or time consuming. Hiring a financial advisor may be just what you need in 2023.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.