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.
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.
The different ways people react to and treat wealth and finances is fascinating. Although not everyone can be put in a box, there are five main personality types when it comes to psychology and wealth: Neuroticism/Emotional Stability, Conscientiousness, Agreeableness, Extraversion, and Openness.
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.
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
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.
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
