How Could You Use Your Stimulus Check?
Home Sweet Home, or an Investment?
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
It’s College Planning Time. Are Your Finances Ready?
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
How One Client Lives a Meaningful, Generous Life
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
Your Goals Steer the Direction of Your Financial Plan
In financial planning, goals are important. There are different planning strategies we implement for different types of goals, and it is crucial for your advisor to understand how you plan or hope to use your money in the future.
All I Want for Christmas Is a Budget
Planning your gift-giving budget for the holidays may give you a little more freedom and a little less stress. Here are a few ideas of how you can plan ahead … for next Christmas, of course!
Dividing Finances in Divorce
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
How to Start Talking with Kids About Money
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
To Refinance or Not…That is the Question
Three Ways to Make Saving Automatic
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
Starting Off on the Right Foot
No Better Time to Deploy Your Donor Advised Fund
Teaching Your Kids to be Grateful and Giving
Who Is Your Team’s Financial General Manager
Focus on What You Can Control
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?
Set It and Don’t Forget It
Alphabet Soup
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.