Thermostats and Peanut Butter Jars
“Scrape the bottom of the peanut butter jar,” in order to set yourself, your family, and others up for future happiness.
The Two Most Important Questions to Answer When Choosing a Financial Advisor
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
The Time Might Be Right to Refinance Your Mortgage
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
The Stories We Tell Ourselves
We live in a world where many people disagree on almost everything. It is easy to get caught up in our own heads, our own fears, or our own biases.
The Seesaw of Finance
There are parallels between concepts in finance and concepts in physics. Let's take a look.
The Secret to Increasing Your Fitness Level and Net Worth
Are you really saving as much as you could without someone pushing you? Are you really investing in the most appropriate manner without someone advising you? Are you really on track toward financial independence at the earliest age possible without someone mapping out the path?
The Promise of Small Beginnings
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
Thanks a Million
We know our clients are looking for more than just status; they’re looking for purposeful ways to use their wealth. Here are just a few examples of how you can impact the people, organizations, and community around you.
Teaching Your Kids to Invest Early in Life
One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.
Teaching Your Kids to be Grateful and Giving
Tax Planning Strategies For 2019: How Can You Act Now?
Talking About Money
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
Tailoring Your Financial Plan to Match Your Goals
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.