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 Financial Health in Retirement
Category: Financial Planning
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.
My Strange Family
Category: Financial Planning
My Money Story
Category: Financial Planning » Behavioral Finance
Have you ever considered how your thinking about money was formed? Recently, I took a stroll down memory lane to discover my own “money story,” how I came to think about money.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
More Stimulus Aid on the Horizon
Category: Financial Planning
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
Monte Carlo Analysis & Your Retirement
Category: Financial Planning
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
Money, Happiness, & Meaning
Category: Financial Planning
We’ve all heard the adage, “Money can’t buy happiness,” but the truth is more nuanced. Let's dig into the research.
How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
How the National Debt Affects You
Category: Financial Planning
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
How One Client Lives a Meaningful, Generous Life
Category: Financial Planning
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.
How Much Life Insurance Protection Is Enough?
Category: Financial Planning
Life insurance is an important component of a financial plan. An early death can create severe hardships for the surviving family if the proper amount of insurance is not in place. The recommended amount of life insurance will vary from family to family depending on a variety of factors.
How Deep Is Your Bullpen?
Category: Financial Planning » Charitable Giving
You can’t have a championship team without a deep bench at your disposal. Foster Group takes the same approach, while we have a dedicated advisory team for every client we also have advisors with various skill sets that we can pull out of the bullpen and into a meeting at the right time.
How Could You Use Your Stimulus Check?
Category: Financial Planning
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
How a Medicare Supplement Coordinates with the Parts of Medicare
Category: Financial Planning
Medicare seems like the Alphabet soup of health insurance. Parts A, B, C, D and then the myriad of supplemental coverage. As Charlie Brown would say, “Good Grief”…. Let’s decipher it here.
Home Sweet Home, or an Investment?
Category: Financial Planning
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.
Hold Still!
Category: Financial Planning
Hiring a Financial Advisor May Improve Your Odds of Success
Category: Financial Planning
Over the years, I have found it helpful to hire experts to do things or guide me through areas of life which are too difficult or time consuming. Hiring a financial advisor may be just what you need in 2023.
Hiking Through the Financial Wilderness
Category: Financial Planning
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.