Retiree Health Insurance Options Prior to Medicare Eligibility
Category: Financial Planning
Key health insurance options and considerations for retirees prior to Medicare eligibility.
What Jumping Out of an Airplane Taught Me About Investing
Category: Financial Planning » Behavioral Finance
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
Three Categories of Risk for Retirement Income
Risks can often feel much different to retirees. The overarching risk for retirees is that something takes place that results in a permanently lower standard of living. Retirement researcher, Wade Pfau, has identified three major categories of risk for one’s income in retirement.
Financial Planning for Women: Preparing for a Longer Life Expectancy
Category: Financial Planning
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.
Women Live Longer- What That Means for Income Planning
Category: Financial Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
Money and Emotions
Category: Financial Planning
The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.
Helping Others Grieve
Category: Financial Planning
Who Run the World? Girls!
Category: Financial Planning
Women currently influence nearly half the wealth in the United States and will likely influence 75% of the wealth by the year 2030.
Webinar: Time to Go From Saving to Spending
Category: Financial Planning
You've spent decades saving for retirement. But actually using those assets takes a different mindset. In this complimentary webinar, you'll learn how to make the transition easier.
The Joy of Generosity
Category: Financial Planning
In my experience, the joy of generosity is not dependent on monetary value or other objective measures of size or significance. Generosity done well always has the potential to bring joy to both givers and receivers.
The Promise of Small Beginnings
Category: Financial Planning
Spring and it's emerging signs of life are great reminders of how many things in our lives start small. But with a little attention year after year, small things can grow to become meaningful and enjoyable contributions to our lives and the lives of others.
“My Portfolio is Doing Well / Poor Compared to What?”
Merriam Webster defines a benchmark as “something that serves as a standard by which others may be measured or judged”. For investors, the question to ask is what should be my standard, my benchmark, in determining the success or failure of my overall investment portfolio?
Two Ideas for Year-End Tax Savings | Financial Perspectives
Category: Financial Planning
In this special edition of Financial Perspectives, Kent Kramer is joined by Foster Group advisors Marcus Iwig and Caleb Brown as they share essential year-end tax planning tips. Discover how to make tax-efficient charitable donations from your IRA, maximize deductions by combining multiple years of giving, and convert pre-tax retirement accounts to Roth IRAs.
On Investing: the Triumph of the Optimists
Category: Financial Planning
Stock markets have a long history of rewarding optimistic, long-term investors despite periods of volatility. Curious about the data behind it? Read to learn more!
Generosity in Action: Q&A with Change Course
Category: Financial Planning » Behavioral Finance
You don't have to be an optimist to know that you can squeeze a lot of happiness out of a springtime mini vacation in the city of big shoulders!
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.
Debt- A Useful Tool or Financial Burden
Category: Financial Planning
After 30 years of helping people think about all aspects of their financial plan, here are some thoughts on personal debt.
Celebrating Saying Goodbye Day
In our family, we have a tradition in which, the night before our kids’ birthdays, we pause for a moment to recap the last year by reminiscing about their successes and failures. It dawned on me that these are the same feelings investors experience and learn from on their financial journeys.
The Gift of Fandom—and Financial Wisdom
Category: Financial Planning
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.