Not Flavor-of-the-Month Financial Planning!

Category: Financial Planning

By Walt Mozdzer

10/11/2019

Foster Group does not raise a pumpkin spice flag in the morning to check the wind direction before offering prescriptive advice.

Tax Planning Strategies For 2019: How Can You Act Now?

Category: Financial Planning

By Guest Blogger

10/07/2019

Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�

The Time Might Be Right to Refinance Your Mortgage

Category: Financial Planning

By Ryne Oller

10/04/2019

If you’ve financed your house with a 30-year or 15-year mortgage in the last six years, odds are you’re paying a higher interest rate than today's rate. 

Cheers to Johnny D!

Category: Financial Planning

By Travis Rychnovsky

10/02/2019

Looking back on the six or so years I knew Johnny D, two big themes emerge from his life that are worth us carrying forward.

Retirement is Just the Start!

Category: Financial Planning

By Joe Bantz

09/25/2019

We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.

Kids These Days Aren’t Even Taught How to Balance a Checkbook

Category: Financial Planning

By Zach Dalluge

09/20/2019

The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money. 

Starting Off on the Right Foot

Category: Financial Planning

By Wade Den Hartog

09/03/2019

Starting off life after school on the right foot financially is important. A good financial advisor can make all the difference.

What’s the Best Investment a New Parent Can Make?

Category: Financial Planning

By Ryne Oller

08/30/2019

No one gets into the parenting game looking to optimize their financial gain, but instead, to optimize their happiness.

Stop Doing That!

Category: Financial Planning » Behavioral Finance

By Jason Brown

08/16/2019

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.