Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Listen to Learn with These 5 Podcasts
Category: Foster Group
Like most of you, I enjoy learning. And one of the ways I learn is by listening to podcasts. Here are five podcasts I recommend.
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Category: Foster Group
I just finished reading Man’s Search for Meaning by Viktor Frankl. Among the many meaningful things he wrote, here is one that stood out.
When It’s Time to Call in a Pro
Category: Foster Group
Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!
Top 2019 Foster Group Blogs
Category: Foster Group
At the end of every year, we like to gather and share some of our most popular blog posts. Check them out!
2019 Vectors & Viewpoints Q4
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Not All Advisors Are Created Equal
Category: Foster Group
If you are in the market for a financial advisor, rehearse these three questions before sitting down with a potential suitor.
Who Really Needs a Financial Advisor?
Category: Foster Group
The truth is, I donÆt think everyone needs a financial advisor. In my limited time in the industry, here are some of the reasons I think working with a financial advisor might be a good idea.
CFP or ChFC, What’s the Difference?
Category: Foster Group
Knowing the educational scope of a specific designation will help you feel comfortable that the financial advisor you are working with has the knowledge and experience to help you pursue your goals.