Who Run the World? Girls!

Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.

When Lightning Strikes

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 In Your (Charitable) Toolbox?

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.

When Lightning Strikes

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 In Your (Charitable) Toolbox?

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 to Do If Forced Into Retirement Early

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?

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?

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.