Focus on What You Can Control
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
Set It and Don’t Forget It
Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.
Minor Decisions, Major Effect
Category: Investing
When It’s Time to Call in a Pro
Category: Foster Group
Hiring a pro is never a cut and dried decision but when it’s necessary, I’ve found that I gain time, peace of mind, and often better results than what I could have achieved on my own. While I’m still a DYI’er at heart, I have learned to recognize when it’s time to call in a pro!
How Do I Get Started with Foster Group?
Category: Foster Group
When it comes to engaging with Foster Group, we want the first step to be not only easy; but insightful, engaging, and intuitive, as well.
Do You Have an All-Weather Portfolio?
While no portfolio is designed to perfectly handle every scenario, we believe that thoughtful planning, combined with evidence-based portfolio construction, can help investors achieve a higher probability for long-term success in various market conditions.
Three Ways to Make Saving Automatic
Category: Financial Planning » Behavioral Finance
Here are some ideas and tools you can use to help make your saving automatic, the biggest key to growing your savings.
3 Options to Help Keep Your Ducks in a Row
Category: Financial Planning » Cashflow
Proactively working off a budget is challenging, both emotionally and practically. Here are some of the tools members of our team use that have helped them successfully manage their cashflow.
Estate Planning Opportunities in a Low Interest Rate Environment
Category: Financial Planning » Estate & Transfer Planning
Many estate planning techniques are based on the Internal Revenue Code Section 7520 interest rate, which is at an all-time low of 0.6% as of June 2020.
Four Reasons You Should Hire a Financial Advisor Right Now
Category: Foster Group
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
Four Ways a Financial Advisor Can Enhance Your Client Relationship
Category: Foster Group
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
2023 Year-End Financial Checklist
Category: Financial Planning
Since we are close to flipping the calendar to 2024, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
2024 Key Financial Data Sheet
Category: Foster Group
Webinar: Straight Up Money Talk
Category: Financial Planning » Behavioral Finance
Starting a conversation about money with your children or grandchildren can be difficult, but Foster Group can help. Learn why it’s important to be a positive and proactive role model, how your childhood experiences with money can influence your behaviors and thoughts, and financial lessons you can share with kids of all ages to help position them for success.
2019 Vectors & Viewpoints Q1
Category: Foster Group
Our quarterly newsletter covers the latest Foster Group news and updates.
Foster Group Receives Recognition as a 2019 Gallup Great Workplace Award Winner
Category: Foster Group
Gallup recognized Foster Group as a 2019 Great Workplace Award winner. They are one of only two employers in Iowa and Nebraska to be a part of the list.
Can Your Lifeboat Stay Afloat
Category: Investing » Asset Allocation