Living in Fear of a Market Downturn?
The Joy, Excitement, and Relief of Life
If You Had a Dollar for Every Financial Advisor that Just Wanted Your Money
Financial Advice Is Useless – Without Empathy
Join Us October 20th for a Special Education Event!
Uncertainty is unavoidable. It's all in how you react to it. In this educational conversation, we'll talk with David Booth and Senator Bill Bradley about adapting and controlling what you can -- hearing personal stories about facing challenges and strategies they've developed to help make better decisions.
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.
4 Reasons You Should Hire a Financial Advisor Right Now
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.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Navigating Financial Health in Retirement
Planning for retirement is the journey of a lifetime – a marathon, not a sprint. But what happens after you cross the finish line? Read on for more on the art and science of navigating life after the working world.
Important Updates on IRA Tax Reporting
It is the taxpayer’s responsibility to keep records of distributions made to charity and contributions to their IRA and account for those on their tax return.
What Can You Do Before the 2021 Tax Deadline?
Don’t Leave Your Last Round to Chance
I certainly would argue that building a business is more than just a dice game, but both involve risk. How you fill out your scoresheet in Yahtzee is a good example of what business owners might decide to do with their business profits.
True Wealth Often Appears in the Most Unexpected Places
What is true wealth? That’s a question we ask our clients at Foster Group. It’s a question we ask ourselves. I’d like to share a story that reminded me of what this means to me.
Water Cooler Advice May Be All Watered Down
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
Barbell Portfolios Can Be Hard To Hold On To
Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.
Spending That Can Wreck Retirement
In more than a decade of working with clients, I’ve discovered that one thing tends to do more damage to financial plans than any other.
Three Commonly Missed Opportunities by Executives
I’ve had the opportunity to work with a number of executives over the years and have found some commonly missed financial opportunities.
The Three To-Do’s in the Fourth Quarter
The beginning of the fourth quarter is a great time to check-in on your finances and make sure you consider planning opportunities before the end of the calendar year. Read this blog to see my top three priorities when it comes to fourth quarter planning.
How to Use Your Deferred Compensation Plan
For most of us, it’s that time of the year when we make benefits elections for next year. These are important decisions.