Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
Things to Ponder This Holiday Season
Category: Foster Group
At Foster Group, the most important thing we do is help our clients have peace of mind. The planning, investing and conversations that lead to peace of mind vary from client to client. The benefits, however, are similar.
Let’s Make 2023 a Year of Savings Inflation
Category: Financial Planning
The rising cost of living recently has led the IRS to raise the 2023 contribution limits for employees with 401(k), 403(b), most 457 plans, and the federal government's Thrift Savings Plan.
Building a Framework for Family and Charitable Gifts
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Chart of the Month – Nov 2022
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Six Key Ideas for Navigating Markets for the Rest of 2022
Category: Investing » Equity / Stocks
Over the next few months, both leading up to and immediately following the election, the winners and losers are going to seem omnipresent on the news, social media, even in the “entertainment” industry. So, here are six key ideas to keep in mind as you navigate the remaining months of 2022.
Party of 4 – Estate Planning Basics to Celebrate
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Chart of the Month – Oct 2022
Category: Investing » Equity / Stocks
As an investor, perspective is important. At the end of the day, a diversified, low cost, properly allocated portfolio based on your financial plan is what matters.
Chart of the Month – Feb 2022
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
2022’s Financial To-Do List
As we kick off 2022, many of us likely have decided on a few financial New Year’s resolutions. Starting the year off on the right foot is important to accomplish your 2022 financial goals. Here are a few ideas to consider when planning for the year ahead.
Four Reasons You Should Hire a Financial Advisor Right Now
Category: Foster Group
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
Four Ways a Financial Advisor Can Enhance Your Client Relationship
Category: Foster Group
When we help people understand that their financial lives are Truly Cared For®, we usually think about how we help them plan, invest, protect, and give, but that doesn’t always address the reasons that people hire us.
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
Things You Can Do Today to Be Ready for Retirement
Category: Financial Planning
We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Purpose Before Portfolio
Are you making investment decisions in light of the game you really want to win?
Still Searching for the One?
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
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!
Let Charitable Giving Take the Sting Out of Taxes
Category: Financial Planning » Charitable Giving
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.