Growth is Everywhere
Category: Foster Group
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.
Game Saving Plays for 2021 Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
The Secret to Increasing Your Fitness Level and Net Worth
Category: Financial Planning » Behavioral Finance
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?
“Sportsified” Diversification
The benefit of a diversified investment portfolio is that, while again we do not know who the actual winners and losers will be, the risk of excluding the best is greatly reduced.
Webinar: Maximizing Physician Income
Category: Foster Group » Event
The Ruling on the Field is Under (Fiduciary) Review
Category: Financial Planning » Behavioral Finance
Today, all sports have adopted official replay and the goal is to: Get the call right. Make the correct decision. Similar in use is the role of a fiduciary financial advisor. Having an objective resource to review one’s situation, incorporate goals, evaluate risks, and utilize precedence helps deliver peace of mind around financial decisions.
Making Time
Category: Foster Group
In our fast-paced, busy world, slowing down and taking the time to notice the things and people around you can be a challenge.
Why I Do, What I Do
Category: Foster Group
However, sometimes what you think you want and where life takes you do not align. At first blush, it may seem like my story has a sad ending, but nothing could be further from the truth.
College Planning: Don’t Wait to File Your FAFSA
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Grow Through What You Go Through
While this time has been incredibly difficult for so many, I hope that people look back on this time and remember the lessons they learned rather than the struggles they suffered.
How Will You Pay for Long-Term Care?
Category: Financial Planning
Chances are, you’ve heard about long-term care insurance, but have you asked yourself if you need it?
Prioritize Your Financial Goals
The best way to accomplish your financial goals is by being intentional with the money that comes in. Identify the priorities you have for your money. You could break those priorities into four categories: Due, Extend, Gift, and Spend.
The Significance of an Emergency Fund
Category: Financial Planning » Cashflow
An emergency fund is not merely about setting money aside; it's about cultivating peace of mind and stability when life throws unexpected challenges your way.
When to Review Your Estate Plan
Being proactive with your estate plan helps to ensure that it will continue to serve your needs and wishes, providing clarity and security for you and your loved ones. Let's look at some examples of events and situations that typically require updates to your estate plan.
How to Use the Dollars: Building Your Income Stream
Category: Financial Planning » Behavioral Finance
Retirement is exciting—but having a well-thought-out distribution strategy could help ensure your money lasts. Let’s explore the key considerations for crafting a smart plan that works for you.
All-Weather Investing: Preparing Your Portfolio for Any Market
Summer travel reminds us that even the best-laid plans can run into unexpected storms. The same is true for investing—your portfolio should be prepared to weather whatever the market forecast brings. Let’s take a look at how to help you stay on course.