Refinance
Category: Financial Planning » Cashflow
Thanks a Million
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.
Webinar: Risky Business – Avoiding Common Executive Compensation Pitfalls
Category: Financial Planning » Cashflow
There are often complicated timing and tax issues associated with executive benefits — and deadlines you don’t want to miss. Learn how to avoid the top mistakes we see executives make, and how to make the most of your hard-earned money!
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.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning » Cashflow
We continually hear that women are statistically likely to live longer than men. While there is not a one size fits all financial plan, there are a few things you can think about as a woman.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Setting the Stage for Financial Health Early In Your Career
Category: Financial Planning » Cashflow
Earning your first paycheck is an undeniably exciting time. But do you know what to do with your pay? With three key steps, you can build good financial habits early.
How to Start Talking with Kids About Money
Category: Financial Planning » Cashflow
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
How Could You Use Your Stimulus Check?
Category: Financial Planning » Cashflow
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.
All I Want for Christmas Is a Budget
Category: Financial Planning » Cashflow
Planning your gift-giving budget for the holidays may give you a little more freedom and a little less stress. Here are a few ideas of how you can plan ahead … for next Christmas, of course!
The Three To-Do’s in the Fourth Quarter
Category: Financial Planning » Cashflow
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
Spending That Can Wreck Retirement
Category: Financial Planning » Cashflow
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
Three Fun Budgeting Benefits
Category: Financial Planning » Cashflow
I’ve found some fun benefits to budgeting outside of the normal spend less, save more mantra.
One Paycheck from Ruin
Category: Financial Planning » Cashflow
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.
Creating Your Paycheck in Retirement
Category: Financial Planning » Cashflow
What’s your plan to create a paycheck in retirement? In this blog, we’ll break down a few key ways to bridge the income gap that retirement can bring.
CARES Act Q&A
Category: Financial Planning » Cashflow
Kent Kramer and Zach Dalluge answer some important questions about the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
Debt- A Useful Tool or Financial Burden
Category: Financial Planning » Cashflow
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
Five Ideas for Charitable Tax Savings
Five ideas for integrating your finances and your philanthropy.
Is Leasing Right for You?
Category: Financial Planning » Cashflow
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?
Not Flavor-of-the-Month Financial Planning!
Category: Financial Planning » Cashflow
Foster Group does not raise a pumpkin spice flag in the morning to check the wind direction before offering prescriptive advice.