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!
A Missed Vikings Game and My Emotional Spending
My husband and I bought tickets to see the Vikings play their final game of the regular season. We wanted to do something fun during the dark and cold days of January, and we wanted to do it together, without the kids. But...
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.
8 Changes from SECURE Act 2.0
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
Making Sense of SECURE Act 2.0 | Financial Perspectives (In a Minute)
The SECURE Act 2.0 includes 90+ provisions designed to help savers and people in or near retirement. This week, Matt Moklestad highlights some of the key changes from the act.
Have You Considered a Cash-Balance Plan?
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.