Planning and Puppies 101

Category: Financial Planning » Cashflow

By Emily Appelgate

09/03/2021

I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.

Biases

Category: Financial Planning » Behavioral Finance

By Matt Abels

03/11/2016

Share what you learned, not just what you earned.

Category: Financial Planning » Family Governance

By Matt Abels

03/03/2017

Disability Review

Category: Financial Planning » Insurance » Disability

By Matt Abels

07/15/2016

Is It Time to Review Your Estate Plan

Category: Financial Planning » Estate & Transfer Planning

By Matt Abels

02/16/2018

Alphabet Soup at Foster Group

Category: Foster Group

By Matt Abels

05/31/2019

Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.

Four Ways to Connect with Foster Group

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Emily Appelgate

04/29/2020

How can you stay connected financially during this time?

Five Reasons to Consider a Roth IRA Conversion

Category: Financial Planning

By Andy Mullan

05/15/2020

The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions. 

How the National Debt Affects You

Category: Financial Planning

By Andy Mullan

09/08/2020

The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.