Who Run the World? Girls!
Category: Financial Planning
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.
Who Is Your Team’s Financial General Manager
No matter what the circumstances, during the good and the difficult times, it is in our best interest to seek guidance on the most important aspects of our lives. Consider hiring a "General Manager" to help you with your finances.
Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
When Lightning Strikes
Category: Financial Planning
Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms.
What’s the Best Investment a New Parent Can Make
Category: Financial Planning
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
What You Need to Know About Public Service Loan Forgiveness
Category: Financial Planning
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
Who Can Benefit from a 529 Plan
Category: Financial Planning
While the tax advantages and financial benefits are well-known aspects of a 529 plan, what are some lesser known features of the program?
When Lightning Strikes
Category: Financial Planning
Is your financial plan ready to weather a storm? Will you be caught off guard, as we were just weeks ago, or are you prepared? One of the advantages of working with a Financial Advisor is that he or she will build a plan that takes into account the inevitability of future storms.
What’s the Best Investment a New Parent Can Make
Category: Financial Planning
No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.
What’s In Your (Charitable) Toolbox?
Category: Financial Planning
Our vision at Foster Group is to influence thousands of individuals, families, and organizations with wise financial counsel while encouraging the pursuit of meaningful living and generous giving. One of the ways we like to do this is by expanding our clients’ giving toolbox.
What You Need to Know About Public Service Loan Forgiveness
Category: Financial Planning
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
What to Do with Your College Expenses Refund Check
Category: Financial Planning
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.
What to Do If Forced Into Retirement Early
Category: Financial Planning
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
What Tax Documents Do Investors Need to File?
Category: Financial Planning
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
What Really is the Annual Enrollment Period?
Category: Financial Planning
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
What Jumping Out of an Airplane Taught Me About Investing
Category: Financial Planning » Behavioral Finance
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.
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.