Planning for Retirement? Practice Could Make Perfect
Retirement isn’t a reward you one day receive at random. It’s not something you jump into without a thought in mind. You work up to this day with purpose, precision, and dedication.
Planning for Future Healthcare Expenses
"What is worth insuring?" The answer almost always boils down to how much you'll have to pay to insure the thing you don't want to lose -- whether it's your mustache, your fantasy football player, your home or your health.
Planning and Puppies 101
I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.
Physicians: Debt vs Savings, Which Comes First?
Young physicians often ask, “Should I focus more aggressively on paying down my debt, or should I just do the minimum and try to save as much as possible?” That’s an excellent question, with lots of variables and layers.
Permanent Life Insurance Policies Need Reviews Too!
Is your life insurance policy performing as well as it could be? Guest blogger Eryka Morehead explains some factors that could be undermining your policy’s performance.
Perhaps It’s Not About What You Want From Life, But What Life Wants From You
Listen to Learn with These 5 Podcasts
Life is Full of Taxes
Let’s Make 2023 a Year of Savings Inflation
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.
Let’s Defrost Taxing Relationships
Let Charitable Giving Take the Sting Out of Taxes
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.
Lessons from the Final 4
Leave the Gift of Giving as part of your Estate Plan
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Knowing What Not To Do | Financial Perspectives
Stocks are down. Bonds are down. Inflation is up. There is a war in Europe. When nothing feels certain, what should investors do? One of the things we can do is pay attention to something else.