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.
How Could You Use Your Stimulus Check?
Category: Financial Planning
You may be wondering what steps you can take to improve your financial life during these unsettling times. I would like to share some thoughts on how to use your stimulus funds and staying invested during anxious times.
Home Sweet Home, or an Investment?
Category: Financial Planning
Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.
It’s College Planning Time. Are Your Finances Ready?
Category: Financial Planning
As you start checking these items off the list, the biggest things you have running through your head are dollar signs – lots and lots of dollar signs.
How One Client Lives a Meaningful, Generous Life
Category: Financial Planning
At Foster Group, we encourage our clients to live lives of meaning and generosity, and some of our clients embody this. Of all the amazing stories I’ve heard, the following has impacted me most deeply.
Your Goals Steer the Direction of Your Financial Plan
Category: Financial Planning
In financial planning, goals are important. There are different planning strategies we implement for different types of goals, and it is crucial for your advisor to understand how you plan or hope to use your money in the future.
All I Want for Christmas Is a Budget
Category: Financial Planning
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!
Dividing Finances in Divorce
Category: Financial Planning
If you or someone you know is going through the divorce process, make sure they have the right team in place to guide them throughout with the entire process. As a Certified Divorce Financial Analyst (CDFA), I can help walk through the complexities.
How to Start Talking with Kids About Money
Category: Financial Planning
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
What to Do If Forced Into Retirement Early
Category: Financial Planning
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?
Are You Really Ready to Exit Your Business?
Category: Financial Planning
It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?
Let Charitable Giving Take the Sting Out of Taxes
Category: Financial Planning
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.
Selling a Business Is Just as Tough as Owning One
Category: Financial Planning
Owning and operating a business is a tough task. Selling a business is equally difficult. If you’re a business owner, the odds are that you haven’t put together a plan to do this. It doesn’t have to be this way.
How to Plan a Business Exit
Category: Financial Planning
Do I keep or do I sell? Business owners planning an exit should examine this question every 90 days. Here are five stages to building value in a business.
Hiking Through the Financial Wilderness
Category: Financial Planning
I used to laugh at the TV commercial years ago that stated, “Most people spend more time planning their vacation than their retirement.” It’s funny how your perspective can change with time. Now, I gladly note all details of a personal trip, perhaps as a parallel of my work.
Saving for a Rainy Day
Category: Financial Planning
According to a 2020 Federal Reserve study, 36% of American adults do not have enough cash to cover a $400 unexpected expense1. While the opposite 64% say they DO have enough, that still leaves around 90 million American adults unable to handle a modest money disruption in their lives.
Five Ideas for Charitable Tax Savings
Category: Financial Planning
Five ideas for integrating your finances and your philanthropy.
Executive Compensation Strategies
Category: Financial Planning
Executive compensation at the C-suite level typically involves much more than receiving a salary and bonus. Let’s explore three types of executive benefits: deferred compensation, restricted stock, and stock options.
Is Leasing Right for You?
October was the worst month for new car sales at his dealership in over ten years. In fact, only about 10% of car buyers that month were electing to lease new vehicles and typically, leasing is less expensive than buying. What’s going on here?