We often see a lot in the news about how many people aren’t prepared for retirement. But saving for retirement in a 401k doesn’t have to be scary or complicated.
Are you making investment decisions in light of the game you really want to win?
You do not need to pick the next big winner in order to have a successful investment experience. As a matter of fact, behaving as if this were possible is an almost certain way to have a terrible investment experience. What are the hallmarks of a more successful approach?
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!
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.
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
In the following article David draws on his years of experience talking with investors and academics alike to address some common hesitations all investors face from time to time.
Recently, the Department of Education announced some changes to the Public Service Loan Forgiveness program because of the impact of COVID-19. Now, more than ever, it’s important to seek professional help related to these matters.
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Unprecedented! That word had been used ad nauseam in 2020.
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?
One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”
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.
This year has reminded us of the many important roles that fixed income can play in portfolios.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
As this year exemplifies, stock markets have the tendency to do things we would never expect.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Being an advisor has helped me better appreciate differing political opinions. I have clients across the political spectrum. This gives me a chance to listen to and care for all my clients, no matter what side or opinion they take.
How do you ensure that you are making a good recommendation for your client, especially when you are putting your reputation on the line?
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
