Single Stock- Too Much of a Good Thing

Executives often have a significant portion of their wealth in their company stock. For retiring or retired executives, or those who have more than their holding requirements, we work to determine how much, if any, they should continue to hold and how to tax-efficiently decrease their exposure as needed.

Spring Clean Your Financial Plan

You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.

Steps to Take When a Loved One Dies

The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.

Stop Doing That!

We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.

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’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. 

When Market Volatility Creates Opportunity

The first half of 2022 has proven to be challenging for investors. Being an investor during volatile markets isn’t easy, but there are a few strategies to consider in order to make the best of a difficult situation.

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.