Navigating the Course of Retirement Planning
Category: Financial Planning
Like in golf, planning for retirement is a game that requires strategy, focus, and a bit of finesse.
Navigating the Noise: A Reality Check on Fearful Headlines
Category: Financial Planning
Sometimes headlines are right, but remember they are created to get your attention, not necessarily to provide you with helpful information.
No Better Time to Deploy Your Donor Advised Fund
Category: Financial Planning
One of the best vehicles to help our clients meet their charitable giving goals is a Donor Advised Fund (DAF). Having a DAF in place for times like these is important to help meet the needs of your community.
Not Flavor-of-the-Month Financial Planning!
Category: Financial Planning
Foster Group does not raise a pumpkin spice flag in the morning to check the wind direction before offering prescriptive advice.
On Investing: the Triumph of the Optimists
Category: Financial Planning
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
One Paycheck from Ruin
Category: Financial Planning
Having a plan in place, with an emergency fund, is the difference between a small financial inconvenience and a catastrophe that could potentially alter your life.
Opportunity Valley
Category: Financial Planning
Party of 4 – Estate Planning Basics to Celebrate
Category: Financial Planning
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Passing on the Spirit of Generosity in a Tax Smart Manner
Category: Financial Planning
If you are giving to charities now or plan to in the future, you may possess the “Spirit of Generosity.” How do you pass that “Spirit of Generosity” on to your children and/or grandchildren?
Stuff I’ve Learned
Category: Financial Planning
Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.
Tailoring Your Financial Plan to Match Your Goals
Category: Financial Planning
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.
Talking About Money
Category: Financial Planning
Tax Loss Harvesting: Losing to Win?
Category: Investing
In the investing world, how can it be possible to win even when you lose? That is precisely what occurs when utilizing a tax loss harvesting strategy. Let's take a look!
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
Teaching Your Kids to be Grateful and Giving
Category: Financial Planning
Most of the time, it is not so much how we directly “teach” our kids about the value of money but rather how we model and speak about money around them.
Teaching Your Kids to Invest Early in Life
Category: Financial Planning
One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.
Thanks a Million
Category: Financial Planning
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.