Have You Heard About CoreWealth?
We are now offering CoreWealth, a smart, client-driven technology solution supported by our Foster Group expertise and human touch.
Preparing Your Own Tax Return: Is It Worth It?
Guest Blogger Eric Wahlstrom, CPA. With easy access to online or off-the-shelf software, preparing your own tax return is often appealing as an affordable, logical option.
Client Survey Results
As we hope you know, our highest priority is to help ensure that your financial life is Truly Cared For®, so that you can live a life of meaning and generosity. The client survey we conducted in November was a critical step in helping ensure that we are serving you well.
A Family Friend’s Close Call with a Cyber Scam
Tech support scams and phishing attacks are becoming increasingly sophisticated, making it crucial to stay vigilant. A recent incident involving a family friend highlights how easily fraudsters can gain remote access to a victim’s computer, install malware, and steal sensitive information. Read more to learn what to do if someone you know is compromised and discover actions to take to help stay secure online.
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.
The IRS Punted on 2023
The IRS is allowing some people to skip their Required Minimum Distributions (RMDs) from inherited IRAs. If you inherited an IRA in 2020 or later, you may not need to make a distribution this year. Read for some background.
What Makes You Cry?
Who Really Needs a Financial Advisor?
What Have We Learned in the Last 4 Months?
How have things changed at Foster Group in the past four months? Below are a few thoughts on what has changed… and a brief comment on what hasn’t.
Why I Try Not to Pay Attention to the News
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Are You Investing or Playing a Completely Different Game?
Investing in the market is not about getting rich quick. It’s not led by FOMO, the fear of missing out. Ideally, it’s not driven by fear or greed at all. It’s patient, thoughtful, intentional and guided by a long-term vision of success.
Taking the Long View in a Short-Term World
One of the primary roles we play as financial advisors is to help our clients remember to take the long-view.
How the “Little Guy” Really Wins in the Market
Don’t believe the lie that you don’t belong or that the keys belong to someone who won’t give them to you.
I Lead a Team of Financial Advisors, Here are 5 Reasons Not to Hire One
I love the place I work, I love the people I work with, and I think the work we do is almost always worth the money people pay us. Despite the fact I value all these things, I’ve come to realize there are some good reasons not to work with us.
Teaching Your Kids to Invest Early in Life
One of the concerns I continually hear from the clients I work with is whether the next generation can handle money well. The only way to know is to give them an opportunity. Helping them invest early and often will teach them discipline, patience, how to manage their emotions and the power of compound interest. All of it is essential learning on the path to financial independence . . . and many other things in life, as well.
Google Maps Reminded Me I’m Not a Robot
At Foster Group, we believe technology is an incredible asset when it comes to planning and portfolio construction. We also believe that human beings are not robots and determining what to do with your money requires more than an advanced algorithm – as great and helpful as these are.