Spending That Can Wreck Retirement
Category: Financial Planning
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.
Spring Clean Your Financial Plan
Category: Financial Planning
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.
Spring Training Thoughts for Your Portfolio
While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.
Starting Off on the Right Foot
Category: Financial Planning
Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.
Steps to Take When a Loved One Dies
Category: Financial Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Stop Doing That!
Category: Financial Planning » Behavioral Finance
We all need people in our lives who have the courage to let us know when we've done something we shouldn't. It's equally wise to have an Advisor who can speak truth to you when it comes to your finances.
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.
Stuff I’ve Learned
Category: Financial Planning
Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.
Tailoring Your Financial Plan to Match Your Goals
Category: Financial Planning
If you are a client of Foster Group and have met with your advisor recently, you may have discussed what’s important to you, what we are planning for as it relates to your goals, and what you hope to achieve.
What I Have Learned From My Journey of Generosity
Category: Financial Planning
Being generous is a practice that seldom is mastered, takes continuous practice, and must be learned over and over again.
What I Learned About Cash, Awareness, and Random Acts of Generosity
Category: Financial Planning
The key to it all is intentionality, which may seem odd when the subject is random generosity. But if you’re not intentional about carrying cash, being aware, and engaging people in need, you’re going to miss the opportunity to experience even more joy during the holiday season!
What I Learned About Celebrating the Gap
Category: Financial Planning
Success isn’t about perfection—it’s about progress. By celebrating small wins and adapting to life’s changes, we can stay motivated and turn our goals into reality. Read on to discover how shifting your perspective could lead to a more fulfilling journey.
What I Learned About the Nature of True Wealth
Category: Financial Planning
“Wealth” is a relative term. For many, if not most people, wealth has a lot to do with money. But there are those who have a lot of money who would gladly trade it for a happy marriage, or great health, or a clear conscience. The definitions of wealth are truly limitless, unique to each of us.
What I Learned On The Road To The House on the Lake
Category: Financial Planning
In my life, I’ve always been a goal setter. You may be a goal setter, too. If you’re like me, you set goals on an annual basis. It may be hard to get going, but being purposeful about taking those first steps will produce results and help propel you from one success to the next. So where do you start?
What if Inflation Isn’t Quite Done? | Financial Perspectives
This month, Kent Kramer and Caleb Brown discuss insights on how inflation could impact your financial plan and portfolio. Learn how to prepare for inflation, plan for future spending, and invest wisely for your retirement.
What is your Legacy?
Category: Financial Planning » Behavioral Finance
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.
What Jumping Out of an Airplane Taught Me About Investing
Category: Financial Planning » Behavioral Finance
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
What Really is the Annual Enrollment Period?
Category: Financial Planning
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
What Tax Documents Do Investors Need to File?
Category: Financial Planning
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
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?
What to Do with Your College Expenses Refund Check
Category: Financial Planning
If you are receiving a refund of money already spent from a 529 plan, here are some important considerations.