Making good decisions and ultimately avoiding costly mistakes can be life-changing. Note that it does not start and end with picking the best player or hot stock but rather goals and a plan.
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Healthcare expenses, long-term care, family dynamics — caring for an aging parent is complex. Making the right financial decisions now may make life easier for everyone.
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.
Five key areas doctors need to carefully evaluate in their contract. Overlooking “The Big Five” can have major financial and professional consequences.
The dramatic nature and slant that the media add to their stories to get us interested in reading the page. Do a quick self-check to see through the production and into the facts.
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Since becoming a pilot about 6 years ago, I’m often asked about plane crashes. If you are an investor, the odds of enduring a market crash are almost 100%. Just as I have to do when flying, at Foster Group, we plan ahead for a market correction by using sound planning and investing.
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”
The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.
Recently, I received a gift from the Iowa State Patrol in the form of a speeding ticket. In reflecting on this experience, it occurred to me that I took an unnecessary risk to attain something I didn’t need and ended up sacrificing money I didn’t have to lose.
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.
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
Life is full of choices. We make thousands of them each day, from the very first moment we wake up. Some are small and relatively easy to make, like what to eat for breakfast. Some choices are much larger and take much more effort to consider.
There is always more stuff to do or buy. There are always more “what if’s” for which to account. It’s a rare creature who has found contentment in what they already have, a person who no longer searches for the next thing or feels empty because of what they do not have.
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
In working with over a hundred prospective clients in the past five and a half years, I’ve found that these are the two most important questions you need to ask yourself...
