You Bring Your Vision; We’ll Draw the Map
At Foster Group, we work to capture the visions of our clients and their families, and then we create a roadmap to help them pursue those visions
Your Legacy Can Be More Than Money
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
The Time Might Be Right to Refinance Your Mortgage
Who Can Benefit from a 529 Plan
Don’t Mix FOMO with Home Buying
For most Americans, their house is their most significant asset. But it’s also the most personal one. There's a lot of emotion inside those four walls. If you want to buy your first or next home, it’s crucial to have a game plan going into it. Here are a few principles to consider when it comes to buying a home.
The Advantages of 529 Plan Educational Funding
A common financial goal of young families is funding their children’s future education expenses. In this blog we address many of the "what-if's" that clients are asking.
What’s the Best Investment a New Parent Can Make?
Don’t Borrow from Your Future Self
While each person has different long-term goals, a common future desire that exists for most people is retirement. There's a day coming when you won't want to, or can’t, work anymore, and your income will need to be replaced. This is a huge “future self” liability that has to be considered.
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.