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.
On December 29th, 2022, the Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was officially signed into law. The act includes 90+ provisions designed to help savers and people in or near retirement. Here are 8 key changes from the act.
Many business owners are looking for more tax-friendly ways to save for retirement. A cash balance plan could be the answer.
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.
A professional golfer would be incomplete without his or her Caddy. The same is true for you and your finances. I believe a good financial plan is incomplete without a Caddy, aka a Financial Advisor, to help you navigate life.
That’s when I realized, constructing a basement wasn’t all that different from constructing a 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.
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
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?”
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
